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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 | $311,764 | $90,614+244.1% | $76,089+309.7% | $145,877+113.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.06% | 623.80%-607.7pp | 360.94%-344.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,294 | $3,324-61.1% | $2,690-51.9% | $4,663-72.3% |
| Participant deferral / active EE | $18,995 | $5,168+267.5% | $4,259+346.0% | $6,691+183.9% |
| Admin fee / account holder | $40,867 | $8,376+387.9% | $6,418+536.8% | $13,402+204.9% |