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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 | $572,695 | $208,088+175.2% | $186,193+207.6% | $154,746+270.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.56% | 89.97%-80.4pp | 78.03%-68.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $13,125 | $4,340+202.4% | $3,918+235.0% | $4,379+199.7% |
| Participant deferral / active EE | $13,000 | $7,078+83.7% | $6,513+99.6% | $6,730+93.2% |
| Admin fee / account holder | $7,152 | $11,698-38.9% | $11,058-35.3% | $14,365-50.2% |