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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 | $327,890 | $102,635+219.5% | $86,209+280.3% | $139,456+135.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.16% | 1923.53%-1912.4pp | 1169.05%-1157.9pp | 373.45%-362.3pp |
| Employer contribution / active EE | $15,422 | $3,034+408.3% | $2,381+547.6% | $4,753+224.5% |
| Participant deferral / active EE | $18,000 | $4,677+284.8% | $3,986+351.6% | $6,711+168.2% |
| Admin fee / account holder | $2,758 | $8,661-68.2% | $6,853-59.8% | $11,407-75.8% |