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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 | $335,479 | $106,905+213.8% | $84,020+299.3% | $152,885+119.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.58% | 105.00%-85.4pp | 71.31%-51.7pp | 345.39%-325.8pp |
| Employer contribution / active EE | $9,894 | $2,735+261.8% | $1,984+398.8% | $4,763+107.7% |
| Participant deferral / active EE | $4,411 | $4,012+9.9% | $3,239+36.2% | $5,851-24.6% |
| Admin fee / account holder | $25,807 | $8,287+211.4% | $6,101+323.0% | $11,598+122.5% |