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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 | $412,733 | $72,426+469.9% | $67,560+510.9% | $145,897+182.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.34% | 7226.78%-7206.4pp | 3533.50%-3513.2pp | 552.29%-531.9pp |
| Employer contribution / active EE | $20,819 | $3,074+577.2% | $2,737+660.7% | $4,663+346.5% |
| Participant deferral / active EE | $6,940 | $4,785+45.0% | $4,004+73.3% | $6,689+3.7% |
| Admin fee / account holder | $2,684 | $5,514-51.3% | $3,994-32.8% | $13,390-80.0% |