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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 | $468,246 | $106,008+341.7% | $92,240+407.6% | $147,586+217.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.67% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $22,066 | $4,333+409.2% | $3,680+499.7% | $4,876+352.5% |
| Participant deferral / active EE | $3,378 | $4,478-24.6% | $3,897-13.3% | $5,439-37.9% |
| Admin fee / account holder | $18,771 | $6,333+196.4% | $5,194+261.4% | $10,886+72.4% |