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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 | $281,333 | $76,608+267.2% | $56,077+401.7% | $145,877+92.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.98% | 3009.59%-2996.6pp | 1709.28%-1696.3pp | 551.28%-538.3pp |
| Employer contribution / active EE | $17,325 | $1,382+1153.9% | $1,040+1565.3% | $4,663+271.5% |
| Participant deferral / active EE | $23,000 | $2,624+776.5% | $1,954+1077.1% | $6,691+243.8% |
| Admin fee / account holder | $2,124 | $3,325-36.1% | $2,825-24.8% | $13,402-84.2% |