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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 | $359,987 | $88,778+305.5% | $81,844+339.8% | $145,884+146.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.75% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $13,735 | $3,087+344.9% | $2,916+370.9% | $4,662+194.6% |
| Participant deferral / active EE | $14,845 | $4,648+219.4% | $4,323+243.4% | $6,690+121.9% |
| Admin fee / account holder | $2,595 | $8,430-69.2% | $7,355-64.7% | $13,392-80.6% |