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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 | $413,597 | $60,139+587.7% | $90,461+357.2% | $79,856+417.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.31% | 71.96%-58.6pp | 1294.76%-1281.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $25,014 | $2,069+1109.1% | $3,264+666.4% | $2,471+912.2% |
| Participant deferral / active EE | $13,196 | $2,939+349.0% | $3,964+232.9% | $3,741+252.8% |
| Admin fee / account holder | $21,479 | $3,978+439.9% | $5,617+282.4% | $5,306+304.8% |