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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 | $334,686 | $106,008+215.7% | $92,240+262.8% | $147,586+126.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.35% | 50.05%-31.7pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $11,085 | $4,333+155.8% | $3,680+201.2% | $4,876+127.3% |
| Participant deferral / active EE | $8,494 | $4,478+89.7% | $3,897+118.0% | $5,439+56.2% |
| Admin fee / account holder | $1,154 | $6,333-81.8% | $5,194-77.8% | $10,886-89.4% |