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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 | $502,266 | $104,577+380.3% | $76,667+555.1% | $152,909+228.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 14.26% | 1014.36%-1000.1pp | 1166.74%-1152.5pp | 345.46%-331.2pp |
| Employer contribution / active EE | $3,840 | $3,119+23.1% | $2,303+66.7% | $4,764-19.4% |
| Participant deferral / active EE | $10,475 | $4,237+147.2% | $3,336+214.0% | $5,851+79.0% |
| Admin fee / account holder | $28,901 | $12,290+135.2% | $6,423+349.9% | $11,601+149.1% |