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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 | $324,911 | $100,938+221.9% | $90,461+259.2% | $158,982+104.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.57% | 1727.20%-1715.6pp | 1294.76%-1283.2pp | 302.99%-291.4pp |
| Employer contribution / active EE | $25,859 | $3,691+600.5% | $3,264+692.3% | $4,763+442.9% |
| Participant deferral / active EE | $8,321 | $4,350+91.3% | $3,964+109.9% | $5,983+39.1% |
| Admin fee / account holder | $130,907 | $6,510+1910.9% | $5,617+2230.7% | $11,252+1063.5% |