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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 | $380,719 | $100,911+277.3% | $90,440+321.0% | $158,966+139.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.19% | 1726.62%-1714.4pp | 1294.38%-1282.2pp | 302.95%-290.8pp |
| Employer contribution / active EE | $13,473 | $3,690+265.1% | $3,263+312.9% | $4,762+182.9% |
| Participant deferral / active EE | $10,012 | $4,348+130.3% | $3,964+152.6% | $5,983+67.3% |
| Admin fee / account holder | $7,094 | $6,507+9.0% | $5,615+26.3% | $11,250-36.9% |