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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 | $348,515 | $114,073+205.5% | $96,161+262.4% | $167,518+108.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.42% | 189.95%-177.5pp | 192.01%-179.6pp | 478.71%-466.3pp |
| Employer contribution / active EE | $6,474 | $3,428+88.8% | $2,798+131.4% | $4,838+33.8% |
| Participant deferral / active EE | $6,243 | $5,195+20.2% | $4,349+43.5% | $6,342-1.6% |
| Admin fee / account holder | $4,806 | $6,899-30.3% | $5,538-13.2% | $12,312-61.0% |