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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 | $446,025 | $88,778+402.4% | $81,844+445.0% | $145,884+205.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.99% | 1033.03%-1009.0pp | 778.87%-754.9pp | 551.85%-527.9pp |
| Employer contribution / active EE | $16,827 | $3,087+445.1% | $2,916+477.0% | $4,662+260.9% |
| Participant deferral / active EE | $16,165 | $4,648+247.8% | $4,323+273.9% | $6,690+141.6% |
| Admin fee / account holder | $45,889 | $8,430+444.3% | $7,355+523.9% | $13,392+242.7% |