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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 | $90,691+255.7% | $76,119+323.8% | $145,884+121.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.86% | 624.52%-606.7pp | 361.25%-343.4pp | 551.85%-534.0pp |
| Employer contribution / active EE | $12,186 | $3,329+266.1% | $2,693+352.6% | $4,662+161.4% |
| Participant deferral / active EE | $21,977 | $5,167+325.3% | $4,259+416.0% | $6,690+228.5% |
| Admin fee / account holder | $15,221 | $8,383+81.6% | $6,421+137.0% | $13,392+13.7% |