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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 | $285,367 | $109,905+159.6% | $98,506+189.7% | $167,553+70.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.39% | 1960.20%-1944.8pp | 1494.92%-1479.5pp | 478.89%-463.5pp |
| Employer contribution / active EE | $7,927 | $3,226+145.7% | $2,961+167.7% | $4,840+63.8% |
| Participant deferral / active EE | $3,285 | $4,674-29.7% | $4,277-23.2% | $6,343-48.2% |
| Admin fee / account holder | $785 | $6,760-88.4% | $5,955-86.8% | $12,316-93.6% |