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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 | $267,959 | $72,396+270.1% | $67,511+296.9% | $145,959+83.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 29.88% | 7194.07%-7164.2pp | 3517.41%-3487.5pp | 561.95%-532.1pp |
| Employer contribution / active EE | $23,707 | $3,071+672.1% | $2,733+767.6% | $4,661+408.6% |
| Participant deferral / active EE | $12,942 | $4,781+170.7% | $4,000+223.5% | $6,689+93.5% |
| Admin fee / account holder | $1,279 | $5,538-76.9% | $3,999-68.0% | $13,398-90.5% |