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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 | $443,935 | $125,190+254.6% | $105,624+320.3% | $145,897+204.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 225.22%-213.1pp | 116.20%-104.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $16,203 | $3,720+335.5% | $3,168+411.5% | $4,663+247.5% |
| Participant deferral / active EE | $26,310 | $5,716+360.3% | $5,013+424.9% | $6,689+293.3% |
| Admin fee / account holder | $14,212 | $17,138-17.1% | $10,961+29.7% | $13,390+6.1% |