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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 | $263,776 | $100,895+161.4% | $90,430+191.7% | $158,950+65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.92% | 1725.54%-1695.6pp | 1293.73%-1263.8pp | 302.91%-273.0pp |
| Employer contribution / active EE | $34,951 | $3,689+847.5% | $3,262+971.5% | $4,762+634.0% |
| Participant deferral / active EE | $26,000 | $4,347+498.1% | $3,963+556.1% | $5,983+334.6% |
| Admin fee / account holder | $2,854 | $6,505-56.1% | $5,613-49.2% | $11,248-74.6% |