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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 | $451,417 | $96,123+369.6% | $77,361+483.5% | $198,609+127.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 15.61% | 2054.81%-2039.2pp | 1011.54%-995.9pp | 202.70%-187.1pp |
| Employer contribution / active EE | $24,174 | $3,791+537.7% | $2,990+708.5% | $5,055+378.2% |
| Participant deferral / active EE | $25,392 | $4,975+410.4% | $3,911+549.3% | $6,977+263.9% |
| Admin fee / account holder | $854 | $9,471-91.0% | $5,894-85.5% | $19,030-95.5% |