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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 | $276,817 | $99,009+179.6% | $86,581+219.7% | $147,585+87.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.23% | 1312.70%-1295.5pp | 965.06%-947.8pp | 578.58%-561.3pp |
| Employer contribution / active EE | $10,691 | $3,132+241.3% | $2,840+276.5% | $4,876+119.2% |
| Participant deferral / active EE | $8,871 | $3,972+123.3% | $3,609+145.8% | $5,439+63.1% |
| Admin fee / account holder | $8,897 | $5,709+55.9% | $4,904+81.4% | $10,886-18.3% |