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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 | $403,982 | $124,187+225.3% | $108,410+272.6% | $167,518+141.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.87% | 1379.80%-1363.9pp | 905.34%-889.5pp | 478.71%-462.8pp |
| Employer contribution / active EE | $8,700 | $4,187+107.8% | $3,558+144.5% | $4,838+79.8% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,562+197.1% | $6,342+207.5% |
| Admin fee / account holder | $2,289 | $9,456-75.8% | $7,296-68.6% | $12,312-81.4% |