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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 | $418,850 | $100,895+315.1% | $90,430+363.2% | $158,950+163.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 64.00% | 1725.54%-1661.5pp | 1293.73%-1229.7pp | 302.91%-238.9pp |
| Employer contribution / active EE | $750 | $3,689-79.7% | $3,262-77.0% | $4,762-84.3% |
| Participant deferral / active EE | $938 | $4,347-78.4% | $3,963-76.3% | $5,983-84.3% |
| Admin fee / account holder | $46,500 | $6,505+614.8% | $5,613+728.4% | $11,248+313.4% |