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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 | $347,215 | $100,895+244.1% | $90,430+284.0% | $158,950+118.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 1725.54%-1710.5pp | 1293.73%-1278.6pp | 302.91%-287.8pp |
| Employer contribution / active EE | $18,853 | $3,689+411.1% | $3,262+478.0% | $4,762+295.9% |
| Participant deferral / active EE | $13,666 | $4,347+214.4% | $3,963+244.9% | $5,983+128.4% |
| Admin fee / account holder | $23,004 | $6,505+253.6% | $5,613+309.8% | $11,248+104.5% |