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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 | $723,830 | $183,539+294.4% | $155,556+365.3% | $145,897+396.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.59% | 61.31%-38.7pp | 64.84%-42.2pp | 552.29%-529.7pp |
| Employer contribution / active EE | $1,805 | $5,315-66.0% | $4,675-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $15,114 | $6,467+133.7% | $5,631+168.4% | $6,689+125.9% |
| Admin fee / account holder | $24,044 | $19,275+24.7% | $15,885+51.4% | $13,390+79.6% |