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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 | $448,860 | $100,139+348.2% | $85,187+426.9% | $145,884+207.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 98.83% | 84.15%+14.7pp | 66.67%+32.2pp | 551.85%-453.0pp |
| Employer contribution / active EE | $1,704 | $3,238-47.4% | $2,732-37.7% | $4,662-63.5% |
| Participant deferral / active EE | $4,754 | $5,296-10.2% | $4,525+5.1% | $6,690-28.9% |
| Admin fee / account holder | $9,503 | $7,262+30.9% | $6,162+54.2% | $13,392-29.0% |