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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 | $353,717 | $88,815+298.3% | $81,882+332.0% | $145,897+142.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1033.75%-1020.5pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $12,471 | $3,086+304.1% | $2,916+327.7% | $4,663+167.5% |
| Participant deferral / active EE | $14,840 | $4,647+219.3% | $4,323+243.3% | $6,689+121.8% |
| Admin fee / account holder | $23,759 | $8,434+181.7% | $7,360+222.8% | $13,390+77.4% |