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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 | $286,341 | $88,778+222.5% | $81,844+249.9% | $145,884+96.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.82% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $17,402 | $3,087+463.7% | $2,916+496.7% | $4,662+273.3% |
| Participant deferral / active EE | $16,430 | $4,648+253.5% | $4,323+280.0% | $6,690+145.6% |
| Admin fee / account holder | $3,932 | $8,430-53.4% | $7,355-46.6% | $13,392-70.6% |