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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 | $289,871 | $100,938+187.2% | $90,461+220.4% | $158,982+82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.52% | 1727.20%-1711.7pp | 1294.76%-1279.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $8,210 | $3,691+122.4% | $3,264+151.5% | $4,763+72.4% |
| Participant deferral / active EE | $15,237 | $4,350+250.3% | $3,964+284.3% | $5,983+154.6% |
| Admin fee / account holder | $26,262 | $6,510+303.4% | $5,617+367.6% | $11,252+133.4% |