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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 | $280,356 | $106,008+164.5% | $92,240+203.9% | $147,586+90.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.39% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $30,458 | $4,333+602.9% | $3,680+727.7% | $4,876+524.6% |
| Participant deferral / active EE | $9,397 | $4,478+109.8% | $3,897+141.1% | $5,439+72.8% |
| Admin fee / account holder | $2,436 | $6,333-61.5% | $5,194-53.1% | $10,886-77.6% |