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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 | $306,611 | $107,341+185.6% | $92,897+230.1% | $152,870+100.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.71% | 145.59%-124.9pp | 109.42%-88.7pp | 345.34%-324.6pp |
| Employer contribution / active EE | $18,989 | $4,221+349.8% | $3,653+419.8% | $4,763+298.7% |
| Participant deferral / active EE | $18,750 | $4,847+286.8% | $4,238+342.5% | $5,850+220.5% |
| Admin fee / account holder | $2,550 | $7,080-64.0% | $5,794-56.0% | $11,597-78.0% |