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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 | $262,557 | $96,691+171.5% | $86,656+203.0% | $139,487+88.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.87% | 106.87%-94.0pp | 593.09%-580.2pp | 373.84%-361.0pp |
| Employer contribution / active EE | $10,604 | $3,267+224.6% | $3,025+250.5% | $4,755+123.0% |
| Participant deferral / active EE | $11,604 | $4,838+139.9% | $4,439+161.4% | $6,713+72.9% |
| Admin fee / account holder | $4,686 | $6,414-26.9% | $5,619-16.6% | $11,407-58.9% |