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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 | $76,634+1069.9% | $56,054+1499.4% | $145,978+514.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 3004.33%-2993.6pp | 1705.95%-1695.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,832 | $1,380+32.7% | $1,039+76.3% | $4,662-60.7% |
| Participant deferral / active EE | $15,250 | $2,622+481.5% | $1,952+681.1% | $6,690+128.0% |
| Admin fee / account holder | $7,889 | $3,321+137.5% | $2,822+179.5% | $13,400-41.1% |