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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 | $293,446 | $96,691+203.5% | $86,656+238.6% | $139,487+110.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.75% | 106.87%-93.1pp | 593.09%-579.3pp | 373.84%-360.1pp |
| Employer contribution / active EE | $26,964 | $3,267+725.4% | $3,025+791.2% | $4,755+467.1% |
| Participant deferral / active EE | $25,142 | $4,838+419.7% | $4,439+466.4% | $6,713+274.5% |
| Admin fee / account holder | $93,052 | $6,414+1350.7% | $5,619+1556.1% | $11,407+715.7% |