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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 | $1,610,325 | $72,465+2122.2% | $67,575+2283.0% | $145,884+1003.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.60% | 7222.56%-7210.0pp | 3528.98%-3516.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $529 | $3,074-82.8% | $2,736-80.7% | $4,662-88.6% |
| Participant deferral / active EE | $1,470 | $4,786-69.3% | $4,003-63.3% | $6,690-78.0% |
| Admin fee / account holder | $262,390 | $5,515+4657.5% | $3,993+6471.3% | $13,392+1859.3% |