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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 | $907,942 | $171,492+429.4% | $150,734+502.3% | $198,609+357.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.92% | 804.70%-789.8pp | 600.81%-585.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $18,805 | $5,470+243.8% | $4,918+282.4% | $5,055+272.0% |
| Participant deferral / active EE | $19,731 | $6,259+215.2% | $5,610+251.7% | $6,977+182.8% |
| Admin fee / account holder | $593 | $17,628-96.6% | $14,905-96.0% | $19,030-96.9% |