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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 | $488,942 | $114,073+328.6% | $96,161+408.5% | $167,518+191.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.53% | 189.95%-180.4pp | 192.01%-182.5pp | 478.71%-469.2pp |
| Employer contribution / active EE | $36,384 | $3,428+961.2% | $2,798+1200.3% | $4,838+652.0% |
| Participant deferral / active EE | $26,000 | $5,195+400.5% | $4,349+497.8% | $6,342+310.0% |
| Admin fee / account holder | $5,200 | $6,899-24.6% | $5,538-6.1% | $12,312-57.8% |