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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 | $291,669 | $106,008+175.1% | $92,240+216.2% | $147,586+97.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.51% | 50.05%-32.5pp | 176.29%-158.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $11,202 | $4,333+158.5% | $3,680+204.4% | $4,876+129.7% |
| Participant deferral / active EE | $5,536 | $4,478+23.6% | $3,897+42.1% | $5,439+1.8% |
| Admin fee / account holder | $3,705 | $6,333-41.5% | $5,194-28.7% | $10,886-66.0% |