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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 | $423,233 | $93,373+353.3% | $152,466+177.6% | $85,856+393.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 13.63% | 21.84%-8.2pp | 757.33%-743.7pp | 318.58%-305.0pp |
| Employer contribution / active EE | $11,963 | $2,996+299.3% | $4,327+176.5% | $2,565+366.4% |
| Participant deferral / active EE | $10,232 | $4,550+124.8% | $5,820+75.8% | $3,952+158.9% |
| Admin fee / account holder | $28,781 | $13,853+107.8% | $15,805+82.1% | $6,261+359.7% |