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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 | $268,085 | $57,305+367.8% | $86,640+209.4% | $75,173+256.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.84% | 2674.24%-2660.4pp | 592.52%-578.7pp | 160.72%-146.9pp |
| Employer contribution / active EE | $10,905 | $2,316+370.8% | $3,024+260.6% | $2,671+308.3% |
| Participant deferral / active EE | $10,312 | $3,320+210.6% | $4,438+132.4% | $4,126+149.9% |
| Admin fee / account holder | $28,719 | $4,116+597.7% | $5,616+411.4% | $5,651+408.2% |