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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 | $610,750 | $175,257+248.5% | $149,717+307.9% | $139,456+338.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.60% | 166.70%-140.1pp | 134.41%-107.8pp | 373.45%-346.9pp |
| Employer contribution / active EE | $3,456 | $5,477-36.9% | $4,820-28.3% | $4,753-27.3% |
| Participant deferral / active EE | $21,095 | $6,521+223.5% | $5,682+271.3% | $6,711+214.3% |
| Admin fee / account holder | $4,143 | $16,156-74.4% | $13,213-68.6% | $11,407-63.7% |