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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 | $262,214 | $109,967+138.4% | $97,197+169.8% | $145,877+79.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 26.40% | 244.27%-217.9pp | 75.47%-49.1pp | 551.28%-524.9pp |
| Employer contribution / active EE | $19,980 | $3,077+549.4% | $2,723+633.8% | $4,663+328.5% |
| Participant deferral / active EE | $7,019 | $4,676+50.1% | $4,263+64.6% | $6,691+4.9% |
| Admin fee / account holder | $2,266 | $6,199-63.4% | $5,637-59.8% | $13,402-83.1% |