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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 | $282,243 | $99,011+185.1% | $86,582+226.0% | $147,586+91.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.04% | 1312.75%-1293.7pp | 965.08%-946.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $5,406 | $3,132+72.6% | $2,839+90.4% | $4,876+10.9% |
| Participant deferral / active EE | $22,000 | $3,972+453.8% | $3,609+509.7% | $5,439+304.5% |
| Admin fee / account holder | $1,145 | $5,709-79.9% | $4,904-76.7% | $10,886-89.5% |