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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 | $300,407 | $109,863+173.4% | $98,477+205.1% | $167,518+79.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.26% | 1958.09%-1940.8pp | 1493.59%-1476.3pp | 478.71%-461.5pp |
| Employer contribution / active EE | $11,439 | $3,225+254.7% | $2,961+286.4% | $4,838+136.4% |
| Participant deferral / active EE | $9,528 | $4,673+103.9% | $4,276+122.8% | $6,342+50.2% |
| Admin fee / account holder | $1,650 | $6,755-75.6% | $5,951-72.3% | $12,312-86.6% |