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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 | $259,280 | $125,190+107.1% | $105,624+145.5% | $145,897+77.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.42% | 225.22%-210.8pp | 116.20%-101.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $11,609 | $3,720+212.0% | $3,168+266.5% | $4,663+149.0% |
| Participant deferral / active EE | $7,314 | $5,716+28.0% | $5,013+45.9% | $6,689+9.3% |
| Admin fee / account holder | $6,823 | $17,138-60.2% | $10,961-37.8% | $13,390-49.0% |