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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 | $322,625 | $90,489+256.5% | $76,051+324.2% | $145,978+121.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.86% | 622.78%-604.9pp | 360.42%-342.6pp | 550.52%-532.7pp |
| Employer contribution / active EE | $12,186 | $3,319+267.1% | $2,690+353.1% | $4,662+161.4% |
| Participant deferral / active EE | $21,977 | $5,164+325.6% | $4,257+416.2% | $6,690+228.5% |
| Admin fee / account holder | $15,221 | $8,374+81.8% | $6,416+137.2% | $13,400+13.6% |