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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 | $450,629 | $99,011+355.1% | $86,582+420.5% | $147,586+205.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.20% | 1312.75%-1292.5pp | 965.08%-944.9pp | 578.59%-558.4pp |
| Employer contribution / active EE | $17,372 | $3,132+454.6% | $2,839+511.8% | $4,876+256.3% |
| Participant deferral / active EE | $13,408 | $3,972+237.5% | $3,609+271.6% | $5,439+146.5% |
| Admin fee / account holder | $2,396 | $5,709-58.0% | $4,904-51.1% | $10,886-78.0% |