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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 | $339,958 | $180,749+88.1% | $160,784+111.4% | $137,256+147.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.38% | 2234.46%-2224.1pp | 1803.92%-1793.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $23,241 | $4,155+459.3% | $3,733+522.6% | $4,156+459.2% |
| Participant deferral / active EE | $20,052 | $6,844+193.0% | $6,293+218.6% | $6,407+213.0% |
| Admin fee / account holder | $255,282 | $10,397+2355.4% | $9,717+2527.2% | $12,270+1980.5% |