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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 | $454,312 | $106,008+328.6% | $92,240+392.5% | $147,586+207.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.74% | 50.05%-35.3pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $15,789 | $4,333+264.4% | $3,680+329.1% | $4,876+223.8% |
| Participant deferral / active EE | $7,670 | $4,478+71.3% | $3,897+96.8% | $5,439+41.0% |
| Admin fee / account holder | $29,338 | $6,333+363.3% | $5,194+464.8% | $10,886+169.5% |