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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 | $405,989 | $106,008+283.0% | $92,240+340.1% | $147,586+175.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.94% | 50.05%-37.1pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $21,938 | $4,333+406.2% | $3,680+496.2% | $4,876+349.9% |
| Participant deferral / active EE | $18,000 | $4,478+301.9% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $2,997 | $6,333-52.7% | $5,194-42.3% | $10,886-72.5% |