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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 | $862,035 | $125,237+588.3% | $105,608+716.3% | $145,877+490.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.38% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,198 | $3,720-67.8% | $3,167-62.2% | $4,663-74.3% |
| Participant deferral / active EE | $21,517 | $5,711+276.8% | $5,010+329.5% | $6,691+221.6% |
| Admin fee / account holder | $4,265 | $17,287-75.3% | $11,028-61.3% | $13,402-68.2% |