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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 | $317,926 | $106,008+199.9% | $92,240+244.7% | $147,586+115.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $15,143 | $4,333+249.5% | $3,680+311.5% | $4,876+210.5% |
| Participant deferral / active EE | $8,041 | $4,478+79.6% | $3,897+106.3% | $5,439+47.8% |
| Admin fee / account holder | $2,189 | $6,333-65.4% | $5,194-57.9% | $10,886-79.9% |