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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 | $306,311 | $111,785+174.0% | $93,669+227.0% | $145,877+110.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.06% | 203.79%-194.7pp | 133.59%-124.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $16,331 | $3,096+427.5% | $2,424+573.8% | $4,663+250.2% |
| Participant deferral / active EE | $9,638 | $4,919+95.9% | $4,416+118.3% | $6,691+44.1% |
| Admin fee / account holder | $11,639 | $10,256+13.5% | $8,291+40.4% | $13,402-13.2% |