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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 | $370,335 | $118,708+212.0% | $98,920+274.4% | $158,982+132.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 144.56% | 372.49%-227.9pp | 196.47%-51.9pp | 302.99%-158.4pp |
| Employer contribution / active EE | $1,800 | $3,334-46.0% | $2,689-33.1% | $4,763-62.2% |
| Participant deferral / active EE | $19,125 | $5,089+275.8% | $4,245+350.5% | $5,983+219.6% |
| Admin fee / account holder | $104,334 | $10,134+929.6% | $6,643+1470.7% | $11,252+827.3% |