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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 | $254,965 | $180,749+41.1% | $160,784+58.6% | $137,256+85.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.66% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,292 | $4,155-44.8% | $3,733-38.6% | $4,156-44.9% |
| Participant deferral / active EE | $34,750 | $6,844+407.7% | $6,293+452.2% | $6,407+442.4% |
| Admin fee / account holder | $177,437 | $10,397+1606.6% | $9,717+1726.1% | $12,270+1346.1% |