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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 | $250,837 | $104,577+139.9% | $76,667+227.2% | $152,909+64.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.79% | 1014.36%-995.6pp | 1166.74%-1147.9pp | 345.46%-326.7pp |
| Employer contribution / active EE | $3,312 | $3,119+6.2% | $2,303+43.8% | $4,764-30.5% |
| Participant deferral / active EE | $6,899 | $4,237+62.8% | $3,336+106.8% | $5,851+17.9% |
| Admin fee / account holder | $1,978 | $12,290-83.9% | $6,423-69.2% | $11,601-83.0% |