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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 | $752,016 | $107,368+600.4% | $92,915+709.4% | $152,909+391.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.58% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $22,258 | $4,222+427.1% | $3,653+509.2% | $4,764+367.2% |
| Participant deferral / active EE | $8,072 | $4,848+66.5% | $4,238+90.5% | $5,851+37.9% |
| Admin fee / account holder | $4,480 | $7,082-36.7% | $5,796-22.7% | $11,601-61.4% |