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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 | $320,030 | $76,519+318.2% | $56,025+471.2% | $145,897+119.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 3017.03%-3004.6pp | 1712.69%-1700.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,162 | $1,383-16.0% | $1,042+11.6% | $4,663-75.1% |
| Participant deferral / active EE | $5,439 | $2,624+107.2% | $1,955+178.3% | $6,689-18.7% |
| Admin fee / account holder | $32,250 | $3,331+868.2% | $2,828+1040.2% | $13,390+140.8% |