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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 | $541,146 | $180,749+199.4% | $160,784+236.6% | $137,256+294.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.80% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $15,461 | $4,155+272.1% | $3,733+314.2% | $4,156+272.0% |
| Participant deferral / active EE | $21,142 | $6,844+208.9% | $6,293+236.0% | $6,407+230.0% |
| Admin fee / account holder | $53,011 | $10,397+409.9% | $9,717+445.5% | $12,270+332.0% |