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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 | $301,669 | $167,030+80.6% | $135,768+122.2% | $155,188+94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.64% | 678.39%-663.8pp | 526.10%-511.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $12,763 | $4,132+208.8% | $3,394+276.0% | $4,248+200.5% |
| Participant deferral / active EE | $6,640 | $4,528+46.6% | $3,977+66.9% | $6,531+1.7% |
| Admin fee / account holder | $16,107 | $8,172+97.1% | $7,048+128.5% | $14,480+11.2% |