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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 | $272,430 | $102,663+165.4% | $86,216+216.0% | $139,466+95.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 34.34% | 1924.52%-1890.2pp | 1169.42%-1135.1pp | 373.66%-339.3pp |
| Employer contribution / active EE | $13,869 | $3,035+357.0% | $2,382+482.3% | $4,754+191.7% |
| Participant deferral / active EE | $13,824 | $4,677+195.5% | $3,986+246.8% | $6,712+106.0% |
| Admin fee / account holder | $3,577 | $8,663-58.7% | $6,853-47.8% | $11,409-68.6% |