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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 | $425,074 | $176,688+140.6% | $130,660+225.3% | $152,897+178.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.26% | 2693.08%-2671.8pp | 1709.29%-1688.0pp | 345.43%-324.2pp |
| Employer contribution / active EE | $19,455 | $5,743+238.7% | $4,092+375.4% | $4,764+308.4% |
| Participant deferral / active EE | $6,289 | $4,362+44.2% | $3,603+74.5% | $5,851+7.5% |
| Admin fee / account holder | $5,875 | $7,131-17.6% | $5,463+7.5% | $11,599-49.4% |