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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 | $258,891 | $100,938+156.5% | $90,461+186.2% | $158,982+62.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.57% | 1727.20%-1711.6pp | 1294.76%-1279.2pp | 302.99%-287.4pp |
| Employer contribution / active EE | $5,924 | $3,691+60.5% | $3,264+81.5% | $4,763+24.4% |
| Participant deferral / active EE | $9,528 | $4,350+119.1% | $3,964+140.3% | $5,983+59.2% |
| Admin fee / account holder | $1,692 | $6,510-74.0% | $5,617-69.9% | $11,252-85.0% |