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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 | $391,865 | $106,005+269.7% | $92,239+324.8% | $147,585+165.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.15% | 50.05%-34.9pp | 176.29%-161.1pp | 578.58%-563.4pp |
| Employer contribution / active EE | $22,622 | $4,333+422.0% | $3,680+514.8% | $4,876+363.9% |
| Participant deferral / active EE | $12,182 | $4,478+172.0% | $3,897+212.6% | $5,439+124.0% |
| Admin fee / account holder | $1,633 | $6,333-74.2% | $5,194-68.6% | $10,886-85.0% |