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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 | $251,570 | $73,518+242.2% | $63,003+299.3% | $147,585+70.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.19% | 175.46%-157.3pp | 87.59%-69.4pp | 578.57%-560.4pp |
| Employer contribution / active EE | $12,740 | $3,322+283.5% | $2,760+361.6% | $4,876+161.3% |
| Participant deferral / active EE | $11,320 | $4,183+170.6% | $3,329+240.0% | $5,439+108.1% |
| Admin fee / account holder | $12,010 | $5,952+101.8% | $3,600+233.6% | $10,885+10.3% |