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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 | $414,361 | $106,008+290.9% | $92,240+349.2% | $147,586+180.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.12% | 50.05%-35.9pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $14,697 | $4,333+239.2% | $3,680+299.4% | $4,876+201.4% |
| Participant deferral / active EE | $16,000 | $4,478+257.3% | $3,897+310.6% | $5,439+194.2% |
| Admin fee / account holder | $1,430 | $6,333-77.4% | $5,194-72.5% | $10,886-86.9% |