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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 | $312,012 | $171,492+81.9% | $150,734+107.0% | $198,609+57.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.09% | 804.70%-790.6pp | 600.81%-586.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $11,089 | $5,470+102.7% | $4,918+125.5% | $5,055+119.4% |
| Participant deferral / active EE | $10,209 | $6,259+63.1% | $5,610+82.0% | $6,977+46.3% |
| Admin fee / account holder | $8,325 | $17,628-52.8% | $14,905-44.2% | $19,030-56.3% |