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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 | $850,840 | $106,008+702.6% | $92,240+822.4% | $147,586+476.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,370 | $4,333+23.9% | $3,680+45.9% | $4,876+10.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,033 | $6,333+58.4% | $5,194+93.2% | $10,886-7.8% |