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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 | $268,613 | $150,435+78.6% | $120,580+122.8% | $145,897+84.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.52% | 154.60%-144.1pp | 107.48%-97.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $21,940 | $4,352+404.1% | $3,469+532.4% | $4,663+370.6% |
| Participant deferral / active EE | $6,091 | $6,174-1.4% | $4,995+21.9% | $6,689-9.0% |
| Admin fee / account holder | $222,526 | $12,182+1726.6% | $9,418+2262.7% | $13,390+1561.8% |