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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 | $277,125 | $106,008+161.4% | $92,240+200.4% | $147,586+87.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.92% | 50.05%-35.1pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $10,622 | $4,333+145.1% | $3,680+188.7% | $4,876+117.8% |
| Participant deferral / active EE | $6,413 | $4,478+43.2% | $3,897+64.6% | $5,439+17.9% |
| Admin fee / account holder | $8,289 | $6,333+30.9% | $5,194+59.6% | $10,886-23.9% |