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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 | $312,824 | $109,872+184.7% | $98,483+217.6% | $167,536+86.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.12% | 1959.31%-1943.2pp | 1494.38%-1478.3pp | 478.82%-462.7pp |
| Employer contribution / active EE | $9,136 | $3,225+183.3% | $2,961+208.6% | $4,839+88.8% |
| Participant deferral / active EE | $11,749 | $4,673+151.4% | $4,276+174.7% | $6,342+85.2% |
| Admin fee / account holder | $35,938 | $6,757+431.8% | $5,953+503.7% | $12,315+191.8% |