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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 | $948,368 | $89,259+962.5% | $107,187+784.8% | $82,637+1047.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 67.87% | 21.02%+46.8pp | 204.55%-136.7pp | 53.51%+14.4pp |
| Employer contribution / active EE | $3,708 | $3,080+20.4% | $3,782-2.0% | $2,552+45.3% |
| Participant deferral / active EE | $7,138 | $4,037+76.8% | $5,096+40.1% | $4,126+73.0% |
| Admin fee / account holder | $2,104 | $7,381-71.5% | $9,162-77.0% | $7,339-71.3% |