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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 | $266,578 | $96,643+175.8% | $86,617+207.8% | $139,456+91.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.29% | 106.57%-87.3pp | 591.91%-572.6pp | 373.45%-354.2pp |
| Employer contribution / active EE | $10,373 | $3,264+217.8% | $3,023+243.1% | $4,753+118.3% |
| Participant deferral / active EE | $8,321 | $4,835+72.1% | $4,437+87.5% | $6,711+24.0% |
| Admin fee / account holder | $2,950 | $6,406-54.0% | $5,613-47.4% | $11,407-74.1% |