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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 | $76,634+293.1% | $56,054+437.4% | $145,978+106.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 3004.33%-2990.4pp | 1705.95%-1692.0pp | 550.52%-536.5pp |
| Employer contribution / active EE | $5,406 | $1,380+291.7% | $1,039+420.3% | $4,662+16.0% |
| Participant deferral / active EE | $19,552 | $2,622+645.6% | $1,952+901.5% | $6,690+192.3% |
| Admin fee / account holder | $1,307 | $3,321-60.7% | $2,822-53.7% | $13,400-90.2% |