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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 | $282,296 | $58,391+383.5% | $76,667+268.2% | $72,976+286.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 26.32% | 2306.65%-2280.3pp | 1166.74%-1140.4pp | 81.02%-54.7pp |
| Employer contribution / active EE | $12,114 | $1,787+578.0% | $2,303+426.1% | $2,440+396.5% |
| Participant deferral / active EE | $13,107 | $2,690+387.2% | $3,336+292.9% | $3,608+263.3% |
| Admin fee / account holder | $4,935 | $4,014+22.9% | $6,423-23.2% | $5,124-3.7% |