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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 | $72,446+269.9% | $67,561+296.6% | $145,877+83.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 29.88% | 7211.98%-7182.1pp | 3525.44%-3495.6pp | 551.28%-521.4pp |
| Employer contribution / active EE | $23,707 | $3,072+671.6% | $2,735+766.9% | $4,663+408.4% |
| Participant deferral / active EE | $12,942 | $4,785+170.5% | $4,003+223.3% | $6,691+93.4% |
| Admin fee / account holder | $1,279 | $5,541-76.9% | $4,006-68.1% | $13,402-90.5% |