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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 | $473,856 | $114,130+315.2% | $96,192+392.6% | $167,553+182.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.23% | 190.07%-178.8pp | 192.09%-180.9pp | 478.89%-467.7pp |
| Employer contribution / active EE | $16,867 | $3,431+391.6% | $2,799+502.5% | $4,840+248.5% |
| Participant deferral / active EE | $14,288 | $5,198+174.9% | $4,351+228.4% | $6,343+125.3% |
| Admin fee / account holder | $9,333 | $6,901+35.2% | $5,539+68.5% | $12,316-24.2% |