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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 | $526,916 | $126,519+316.5% | $106,201+396.1% | $145,959+261.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 225.10%-215.2pp | 116.26%-106.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $17,485 | $3,726+369.3% | $3,170+451.6% | $4,661+275.1% |
| Participant deferral / active EE | $19,703 | $5,716+244.7% | $5,012+293.1% | $6,689+194.6% |
| Admin fee / account holder | $7,107 | $17,312-58.9% | $11,039-35.6% | $13,398-47.0% |