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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 | $490,857 | $104,544+369.5% | $76,657+540.3% | $152,897+221.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 16.64% | 1014.36%-997.7pp | 1166.74%-1150.1pp | 345.43%-328.8pp |
| Employer contribution / active EE | $2,392 | $3,118-23.3% | $2,303+3.9% | $4,764-49.8% |
| Participant deferral / active EE | $3,254 | $4,236-23.2% | $3,335-2.4% | $5,851-44.4% |
| Admin fee / account holder | $8,672 | $12,286-29.4% | $6,423+35.0% | $11,599-25.2% |