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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 | $251,734 | $124,175+102.7% | $108,405+132.2% | $167,553+50.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.88% | 1380.13%-1363.2pp | 905.55%-888.7pp | 478.89%-462.0pp |
| Employer contribution / active EE | $4,074 | $4,188-2.7% | $3,559+14.5% | $4,840-15.8% |
| Participant deferral / active EE | $20,705 | $6,908+199.7% | $6,563+215.5% | $6,343+226.4% |
| Admin fee / account holder | $88,168 | $9,457+832.3% | $7,297+1108.3% | $12,316+615.9% |