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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 | $896,526 | $76,522+1071.6% | $56,033+1500.0% | $145,884+514.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 3014.28%-3003.5pp | 1711.38%-1700.6pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,832 | $1,382+32.5% | $1,041+76.0% | $4,662-60.7% |
| Participant deferral / active EE | $15,250 | $2,624+481.2% | $1,954+680.5% | $6,690+128.0% |
| Admin fee / account holder | $7,889 | $3,328+137.0% | $2,827+179.1% | $13,392-41.1% |