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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 | $744,180 | $176,120+322.5% | $159,487+366.6% | $167,553+344.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.69% | 331.95%-314.3pp | 263.71%-246.0pp | 478.89%-461.2pp |
| Employer contribution / active EE | $4,582 | $5,299-13.5% | $4,831-5.2% | $4,840-5.3% |
| Participant deferral / active EE | $15,185 | $7,752+95.9% | $7,354+106.5% | $6,343+139.4% |
| Admin fee / account holder | $689 | $12,561-94.5% | $10,804-93.6% | $12,316-94.4% |