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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 | $421,403 | $104,520+303.2% | $76,823+448.5% | $152,885+175.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 21.58% | 1014.03%-992.4pp | 1166.42%-1144.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $3,186 | $3,117+2.2% | $2,302+38.4% | $4,763-33.1% |
| Participant deferral / active EE | $9,471 | $4,236+123.6% | $3,336+183.9% | $5,851+61.9% |
| Admin fee / account holder | $20,209 | $12,283+64.5% | $6,422+214.7% | $11,598+74.2% |