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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 | $285,758 | $68,097+319.6% | $62,929+354.1% | $137,256+108.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.49% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $15,250 | $2,811+442.5% | $2,505+508.9% | $4,156+266.9% |
| Participant deferral / active EE | $16,110 | $4,553+253.9% | $3,888+314.3% | $6,407+151.4% |
| Admin fee / account holder | $23,123 | $6,521+254.6% | $5,065+356.6% | $12,270+88.5% |