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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 | $418,882 | $106,003+295.2% | $92,236+354.1% | $147,585+183.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.06% | 50.05%-32.0pp | 176.29%-158.2pp | 578.57%-560.5pp |
| Employer contribution / active EE | $18,026 | $4,333+316.0% | $3,679+389.9% | $4,876+269.7% |
| Participant deferral / active EE | $13,505 | $4,478+201.6% | $3,897+246.6% | $5,439+148.3% |
| Admin fee / account holder | $4,193 | $6,333-33.8% | $5,194-19.3% | $10,885-61.5% |