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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 | $791,137 | $167,030+373.6% | $135,768+482.7% | $155,188+409.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.60% | 678.39%-668.8pp | 526.10%-516.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $858 | $4,132-79.2% | $3,394-74.7% | $4,248-79.8% |
| Participant deferral / active EE | $15,250 | $4,528+236.8% | $3,977+283.4% | $6,531+133.5% |
| Admin fee / account holder | $36,180 | $8,172+342.7% | $7,048+413.3% | $14,480+149.9% |