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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 | $367,962 | $100,938+264.5% | $90,461+306.8% | $158,982+131.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.90% | 1727.20%-1698.3pp | 1294.76%-1265.9pp | 302.99%-274.1pp |
| Employer contribution / active EE | $10,268 | $3,691+178.1% | $3,264+214.6% | $4,763+115.6% |
| Participant deferral / active EE | $10,504 | $4,350+141.5% | $3,964+165.0% | $5,983+75.5% |
| Admin fee / account holder | $14,781 | $6,510+127.1% | $5,617+163.2% | $11,252+31.4% |