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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 | $795,575 | $227,633+249.5% | $189,597+319.6% | $167,553+374.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.78% | 78.45%-63.7pp | 64.20%-49.4pp | 478.89%-464.1pp |
| Employer contribution / active EE | $20,140 | $5,317+278.8% | $4,412+356.4% | $4,840+316.1% |
| Participant deferral / active EE | $4,000 | $7,003-42.9% | $6,174-35.2% | $6,343-36.9% |
| Admin fee / account holder | $182,507 | $11,879+1436.3% | $9,807+1761.0% | $12,316+1381.8% |