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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 | $429,460 | $154,754+177.5% | $124,206+245.8% | $138,895+209.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 12.33% | 709.28%-697.0pp | 515.27%-502.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $9,651 | $4,446+117.1% | $3,540+172.6% | $4,194+130.1% |
| Participant deferral / active EE | $14,162 | $4,621+206.5% | $3,968+257.0% | $6,396+121.4% |
| Admin fee / account holder | $700 | $6,690-89.5% | $5,929-88.2% | $12,562-94.4% |