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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 | $288,837 | $106,008+172.5% | $92,240+213.1% | $147,586+95.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.29% | 50.05%-31.8pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $11,860 | $4,333+173.7% | $3,680+222.3% | $4,876+143.2% |
| Participant deferral / active EE | $7,910 | $4,478+76.6% | $3,897+103.0% | $5,439+45.4% |
| Admin fee / account holder | $3,436 | $6,333-45.7% | $5,194-33.8% | $10,886-68.4% |