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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 | $373,234 | $106,008+252.1% | $92,240+304.6% | $147,586+152.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.56% | 50.05%-21.5pp | 176.29%-147.7pp | 578.59%-550.0pp |
| Employer contribution / active EE | $13,423 | $4,333+209.8% | $3,680+264.8% | $4,876+175.3% |
| Participant deferral / active EE | $6,559 | $4,478+46.5% | $3,897+68.3% | $5,439+20.6% |
| Admin fee / account holder | $522 | $6,333-91.8% | $5,194-89.9% | $10,886-95.2% |