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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 | $331,269 | $102,696+222.6% | $86,235+284.1% | $139,487+137.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.50% | 1925.91%-1909.4pp | 1170.03%-1153.5pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,413 | $3,034+12.5% | $2,381+43.4% | $4,755-28.2% |
| Participant deferral / active EE | $25,000 | $4,679+434.3% | $3,987+527.1% | $6,713+272.4% |
| Admin fee / account holder | $4,066 | $8,667-53.1% | $6,856-40.7% | $11,407-64.4% |