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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 | $288,501 | $112,112+157.3% | $95,956+200.7% | $158,950+81.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.89% | 171.15%-161.3pp | 91.63%-81.7pp | 302.91%-293.0pp |
| Employer contribution / active EE | $11,833 | $3,199+269.9% | $2,541+365.7% | $4,762+148.5% |
| Participant deferral / active EE | $6,500 | $4,784+35.9% | $4,167+56.0% | $5,983+8.6% |
| Admin fee / account holder | $7,789 | $10,134-23.1% | $6,797+14.6% | $11,248-30.8% |