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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 | $279,947 | $100,911+177.4% | $90,440+209.5% | $158,966+76.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.87% | 1726.62%-1706.7pp | 1294.38%-1274.5pp | 302.95%-283.1pp |
| Employer contribution / active EE | $3,700 | $3,690+0.3% | $3,263+13.4% | $4,762-22.3% |
| Participant deferral / active EE | $15,208 | $4,348+249.7% | $3,964+283.7% | $5,983+154.2% |
| Admin fee / account holder | $897 | $6,507-86.2% | $5,615-84.0% | $11,250-92.0% |