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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 | $76,785+316.8% | $56,441+467.0% | $145,959+119.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 3000.51%-2988.0pp | 1704.21%-1691.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,162 | $1,381-15.8% | $1,039+11.8% | $4,661-75.1% |
| Participant deferral / active EE | $5,439 | $2,624+107.3% | $1,953+178.5% | $6,689-18.7% |
| Admin fee / account holder | $32,250 | $3,334+867.3% | $2,829+1039.9% | $13,398+140.7% |