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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 | $259,359 | $72,446+258.0% | $67,561+283.9% | $145,877+77.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 26.84% | 7211.98%-7185.1pp | 3525.44%-3498.6pp | 551.28%-524.4pp |
| Employer contribution / active EE | $3,774 | $3,072+22.8% | $2,735+38.0% | $4,663-19.1% |
| Participant deferral / active EE | $1,960 | $4,785-59.0% | $4,003-51.0% | $6,691-70.7% |
| Admin fee / account holder | $22,074 | $5,541+298.4% | $4,006+451.1% | $13,402+64.7% |