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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 | $474,363 | $110,551+329.1% | $80,741+487.5% | $167,536+183.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.92% | 120.57%-107.6pp | 87.30%-74.4pp | 478.82%-465.9pp |
| Employer contribution / active EE | $21,222 | $1,543+1275.5% | $1,160+1729.3% | $4,839+338.5% |
| Participant deferral / active EE | $9,820 | $2,870+242.1% | $2,145+357.7% | $6,342+54.8% |
| Admin fee / account holder | $5,645 | $4,547+24.2% | $3,380+67.0% | $12,315-54.2% |