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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 | $807,520 | $167,362+382.5% | $143,799+461.6% | $134,532+500.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.12% | 0.47%-0.6pp | -0.04%-0.1pp | 418.27%-418.4pp |
| Employer contribution / active EE | $7,500 | $5,620+33.4% | $4,952+51.5% | $4,741+58.2% |
| Participant deferral / active EE | $2,768 | $6,447-57.1% | $5,638-50.9% | $6,401-56.8% |
| Admin fee / account holder | $38,830 | $18,094+114.6% | $14,677+164.6% | $11,429+239.8% |