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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 | $435,691 | $106,008+311.0% | $92,240+372.3% | $147,586+195.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.15% | 50.05%-35.9pp | 176.29%-162.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $8,203 | $4,333+89.3% | $3,680+122.9% | $4,876+68.2% |
| Participant deferral / active EE | $2,009 | $4,478-55.1% | $3,897-48.5% | $5,439-63.1% |
| Admin fee / account holder | $1,125 | $6,333-82.2% | $5,194-78.3% | $10,886-89.7% |