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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 | $378,239 | $109,872+244.3% | $98,483+284.1% | $167,536+125.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.20% | 1959.31%-1936.1pp | 1494.38%-1471.2pp | 478.82%-455.6pp |
| Employer contribution / active EE | $12,296 | $3,225+281.3% | $2,961+315.3% | $4,839+154.1% |
| Participant deferral / active EE | $12,428 | $4,673+165.9% | $4,276+190.6% | $6,342+96.0% |
| Admin fee / account holder | $1,751 | $6,757-74.1% | $5,953-70.6% | $12,315-85.8% |