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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 | $308,543 | $100,938+205.7% | $90,461+241.1% | $158,982+94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.44% | 1727.20%-1713.8pp | 1294.76%-1281.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $10,362 | $3,691+180.7% | $3,264+217.5% | $4,763+117.6% |
| Participant deferral / active EE | $14,670 | $4,350+237.3% | $3,964+270.0% | $5,983+145.2% |
| Admin fee / account holder | $1,346 | $6,510-79.3% | $5,617-76.0% | $11,252-88.0% |