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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 | $319,307 | $149,040+114.2% | $120,225+165.6% | $137,256+132.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.36% | 605.68%-592.3pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $16,961 | $4,350+289.9% | $3,475+388.0% | $4,156+308.1% |
| Participant deferral / active EE | $8,688 | $4,655+86.6% | $3,999+117.3% | $6,407+35.6% |
| Admin fee / account holder | $1,371 | $6,348-78.4% | $5,696-75.9% | $12,270-88.8% |