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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 | $411,134 | $106,008+287.8% | $92,240+345.7% | $147,586+178.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.26% | 50.05%-31.8pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $10,061 | $4,333+132.2% | $3,680+173.4% | $4,876+106.3% |
| Participant deferral / active EE | $10,874 | $4,478+142.8% | $3,897+179.0% | $5,439+99.9% |
| Admin fee / account holder | $2,242 | $6,333-64.6% | $5,194-56.8% | $10,886-79.4% |