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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 | $100,911+161.4% | $90,440+191.7% | $158,966+65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.92% | 1726.62%-1696.7pp | 1294.38%-1264.5pp | 302.95%-273.0pp |
| Employer contribution / active EE | $34,951 | $3,690+847.1% | $3,263+971.1% | $4,762+633.9% |
| Participant deferral / active EE | $26,000 | $4,348+497.9% | $3,964+556.0% | $5,983+334.6% |
| Admin fee / account holder | $2,854 | $6,507-56.1% | $5,615-49.2% | $11,250-74.6% |