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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 | $361,782 | $100,938+258.4% | $90,461+299.9% | $158,982+127.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.04% | 1727.20%-1710.2pp | 1294.76%-1277.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $13,634 | $3,691+269.3% | $3,264+317.7% | $4,763+186.2% |
| Participant deferral / active EE | $5,000 | $4,350+15.0% | $3,964+26.1% | $5,983-16.4% |
| Admin fee / account holder | $2,161 | $6,510-66.8% | $5,617-61.5% | $11,252-80.8% |