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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 | $449,965 | $160,040+181.2% | $147,096+205.9% | $145,877+208.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $21,159 | $5,289+300.0% | $4,936+328.7% | $4,663+353.8% |
| Participant deferral / active EE | $12,512 | $8,429+48.4% | $8,071+55.0% | $6,691+87.0% |
| Admin fee / account holder | $3,031 | $15,050-79.9% | $13,005-76.7% | $13,402-77.4% |