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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 | $322,983 | $106,008+204.7% | $92,240+250.2% | $147,586+118.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.98% | 50.05%-37.1pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $11,994 | $4,333+176.8% | $3,680+226.0% | $4,876+146.0% |
| Participant deferral / active EE | $12,629 | $4,478+182.0% | $3,897+224.1% | $5,439+132.2% |
| Admin fee / account holder | $46,539 | $6,333+634.9% | $5,194+796.0% | $10,886+327.5% |