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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 | $299,019 | $102,429+191.9% | $147,096+103.3% | $80,925+269.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $15,491 | $3,716+316.9% | $4,936+213.8% | $2,756+462.0% |
| Participant deferral / active EE | $9,270 | $6,649+39.4% | $8,071+14.9% | $4,299+115.6% |
| Admin fee / account holder | $8,363 | $7,957+5.1% | $13,005-35.7% | $6,940+20.5% |