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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 | $298,299 | $106,008+181.4% | $92,240+223.4% | $147,586+102.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.79% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $13,594 | $4,333+213.7% | $3,680+269.4% | $4,876+178.8% |
| Participant deferral / active EE | $8,960 | $4,478+100.1% | $3,897+129.9% | $5,439+64.7% |
| Admin fee / account holder | $3,698 | $6,333-41.6% | $5,194-28.8% | $10,886-66.0% |