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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 | $337,786 | $76,519+341.4% | $56,025+502.9% | $145,897+131.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.73% | 3017.03%-2997.3pp | 1712.69%-1693.0pp | 552.29%-532.6pp |
| Employer contribution / active EE | $3,774 | $1,383+172.8% | $1,042+262.3% | $4,663-19.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,621 | $3,331+128.8% | $2,828+169.5% | $13,390-43.1% |