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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 | $398,435 | $150,445+164.8% | $136,297+192.3% | $147,585+170.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.92% | 1049.14%-1027.2pp | 5156.16%-5134.2pp | 578.57%-556.7pp |
| Employer contribution / active EE | $13,308 | $5,256+153.2% | $4,696+183.4% | $4,876+172.9% |
| Participant deferral / active EE | $11,584 | $6,631+74.7% | $6,247+85.4% | $5,439+113.0% |
| Admin fee / account holder | $6,062 | $10,906-44.4% | $9,244-34.4% | $10,885-44.3% |