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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 | $301,690 | $88,815+239.7% | $81,882+268.4% | $145,897+106.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.66% | 1033.75%-997.1pp | 779.47%-742.8pp | 552.29%-515.6pp |
| Employer contribution / active EE | $17,429 | $3,086+464.7% | $2,916+497.7% | $4,663+273.8% |
| Participant deferral / active EE | $12,471 | $4,647+168.4% | $4,323+188.5% | $6,689+86.4% |
| Admin fee / account holder | $24,361 | $8,434+188.8% | $7,360+231.0% | $13,390+81.9% |