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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 | $402,784 | $104,544+285.3% | $76,657+425.4% | $152,897+163.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 23.25% | 1014.36%-991.1pp | 1166.74%-1143.5pp | 345.43%-322.2pp |
| Employer contribution / active EE | $12,262 | $3,118+293.3% | $2,303+432.5% | $4,764+157.4% |
| Participant deferral / active EE | $11,250 | $4,236+165.6% | $3,335+237.3% | $5,851+92.3% |
| Admin fee / account holder | $22,555 | $12,286+83.6% | $6,423+251.2% | $11,599+94.4% |