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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 | $412,427 | $96,691+326.5% | $86,656+375.9% | $139,487+195.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.58% | 106.87%-94.3pp | 593.09%-580.5pp | 373.84%-361.3pp |
| Employer contribution / active EE | $22,069 | $3,267+575.5% | $3,025+629.4% | $4,755+364.2% |
| Participant deferral / active EE | $7,377 | $4,838+52.5% | $4,439+66.2% | $6,713+9.9% |
| Admin fee / account holder | $12,916 | $6,414+101.4% | $5,619+129.9% | $11,407+13.2% |