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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 | $458,754 | $150,447+204.9% | $136,298+236.6% | $147,586+210.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.95% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,690 | $5,256-48.8% | $4,696-42.7% | $4,876-44.8% |
| Participant deferral / active EE | $29,221 | $6,631+340.7% | $6,247+367.8% | $5,439+437.3% |
| Admin fee / account holder | $4,025 | $10,906-63.1% | $9,244-56.5% | $10,886-63.0% |