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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 | $301,226 | $76,785+292.3% | $56,441+433.7% | $145,959+106.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 3000.51%-2986.5pp | 1704.21%-1690.2pp | 561.95%-548.0pp |
| Employer contribution / active EE | $5,406 | $1,381+291.6% | $1,039+420.3% | $4,661+16.0% |
| Participant deferral / active EE | $19,552 | $2,624+645.2% | $1,953+901.2% | $6,689+192.3% |
| Admin fee / account holder | $1,307 | $3,334-60.8% | $2,829-53.8% | $13,398-90.2% |