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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 | $773,224 | $99,079+680.4% | $78,002+891.3% | $273,972+182.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.99% | 217.93%-210.9pp | 425.99%-419.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $18,750 | $3,308+466.9% | $2,470+659.1% | $4,869+285.1% |
| Participant deferral / active EE | $1,125 | $4,306-73.9% | $3,497-67.8% | $5,287-78.7% |
| Admin fee / account holder | $142,578 | $8,954+1492.4% | $5,481+2501.4% | $10,133+1307.1% |