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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 | $88,754+239.9% | $81,820+268.7% | $145,877+106.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.66% | 1031.77%-995.1pp | 777.93%-741.3pp | 551.28%-514.6pp |
| Employer contribution / active EE | $17,429 | $3,085+464.9% | $2,915+497.9% | $4,663+273.8% |
| Participant deferral / active EE | $12,471 | $4,648+168.3% | $4,323+188.5% | $6,691+86.4% |
| Admin fee / account holder | $24,361 | $8,424+189.2% | $7,391+229.6% | $13,402+81.8% |