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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 | $858,899 | $171,492+400.8% | $150,734+469.8% | $198,609+332.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 8.78% | 804.70%-795.9pp | 600.81%-592.0pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,960 | $5,470-64.2% | $4,918-60.1% | $5,055-61.2% |
| Participant deferral / active EE | $28,500 | $6,259+355.3% | $5,610+408.0% | $6,977+308.5% |
| Admin fee / account holder | $233,660 | $17,628+1225.5% | $14,905+1467.6% | $19,030+1127.8% |