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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 | $670,124 | $72,465+824.8% | $67,575+891.7% | $145,884+359.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 22.22% | 7222.56%-7200.3pp | 3528.98%-3506.8pp | 551.85%-529.6pp |
| Employer contribution / active EE | $23,000 | $3,074+648.3% | $2,736+740.8% | $4,662+393.3% |
| Participant deferral / active EE | $29,138 | $4,786+508.9% | $4,003+627.8% | $6,690+335.6% |
| Admin fee / account holder | $1,043 | $5,515-81.1% | $3,993-73.9% | $13,392-92.2% |