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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $605,150 | $96,491+527.2% | $75,894+697.4% | $152,885+295.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 76.14% | 33.98%+42.2pp | 30.76%+45.4pp | 345.39%-269.3pp |
| Employer contribution / active EE | $2,053 | $3,310-38.0% | $2,501-17.9% | $4,763-56.9% |
| Participant deferral / active EE | $2,269 | $4,553-50.2% | $3,603-37.0% | $5,851-61.2% |
| Admin fee / account holder | $685 | $8,079-91.5% | $5,420-87.4% | $11,598-94.1% |