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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 | $262,967 | $88,754+196.3% | $81,820+221.4% | $145,877+80.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.48% | 1031.77%-1015.3pp | 777.93%-761.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $15,786 | $3,085+411.6% | $2,915+441.5% | $4,663+238.5% |
| Participant deferral / active EE | $18,703 | $4,648+302.4% | $4,323+332.7% | $6,691+179.5% |
| Admin fee / account holder | $39,381 | $8,424+367.5% | $7,391+432.9% | $13,402+193.8% |