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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 | $642,645 | $169,161+279.9% | $129,295+397.0% | $145,959+340.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.18% | 14348.07%-14332.9pp | 9429.28%-9414.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,139 | $5,543-61.4% | $4,157-48.6% | $4,661-54.1% |
| Participant deferral / active EE | $1,600 | $4,989-67.9% | $4,169-61.6% | $6,689-76.1% |
| Admin fee / account holder | $19,969 | $9,878+102.2% | $7,665+160.5% | $13,398+49.0% |