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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 | $284,643 | $149,040+91.0% | $120,225+136.8% | $137,256+107.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 170.58% | 605.68%-435.1pp | 439.23%-268.6pp | 220.34%-49.8pp |
| Employer contribution / active EE | $33,804 | $4,350+677.1% | $3,475+872.7% | $4,156+713.4% |
| Participant deferral / active EE | $18,346 | $4,655+294.1% | $3,999+358.8% | $6,407+186.3% |
| Admin fee / account holder | $604 | $6,348-90.5% | $5,696-89.4% | $12,270-95.1% |