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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 | $259,389 | $104,577+148.0% | $76,667+238.3% | $152,909+69.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.12% | 1014.36%-995.2pp | 1166.74%-1147.6pp | 345.46%-326.3pp |
| Employer contribution / active EE | $12,379 | $3,119+296.9% | $2,303+437.6% | $4,764+159.9% |
| Participant deferral / active EE | $9,829 | $4,237+132.0% | $3,336+194.7% | $5,851+68.0% |
| Admin fee / account holder | $6,515 | $12,290-47.0% | $6,423+1.4% | $11,601-43.8% |