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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 | $388,798 | $169,356+129.6% | $129,406+200.4% | $145,897+166.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14418.62%-14407.4pp | 9468.18%-9456.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $19,943 | $5,542+259.8% | $4,155+379.9% | $4,663+327.7% |
| Participant deferral / active EE | $24,501 | $4,987+391.3% | $4,167+487.9% | $6,689+266.3% |
| Admin fee / account holder | $2,001 | $9,915-79.8% | $7,689-74.0% | $13,390-85.1% |