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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 | $326,994 | $109,863+197.6% | $98,477+232.0% | $167,518+95.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.51% | 1958.09%-1945.6pp | 1493.59%-1481.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $31,037 | $3,225+862.4% | $2,961+948.3% | $4,838+541.5% |
| Participant deferral / active EE | $14,713 | $4,673+214.8% | $4,276+244.0% | $6,342+132.0% |
| Admin fee / account holder | $496 | $6,755-92.7% | $5,951-91.7% | $12,312-96.0% |