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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 | $392,841 | $100,895+289.4% | $90,430+334.4% | $158,950+147.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.23% | 1725.54%-1714.3pp | 1293.73%-1282.5pp | 302.91%-291.7pp |
| Employer contribution / active EE | $12,211 | $3,689+231.0% | $3,262+274.4% | $4,762+156.4% |
| Participant deferral / active EE | $21,965 | $4,347+405.3% | $3,963+454.3% | $5,983+267.1% |
| Admin fee / account holder | $32,936 | $6,505+406.3% | $5,613+486.7% | $11,248+192.8% |