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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 | $462,308 | $106,008+336.1% | $92,240+401.2% | $147,586+213.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.27% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $27,773 | $4,333+540.9% | $3,680+654.8% | $4,876+469.5% |
| Participant deferral / active EE | $17,753 | $4,478+296.4% | $3,897+355.6% | $5,439+226.4% |
| Admin fee / account holder | $6,920 | $6,333+9.3% | $5,194+33.2% | $10,886-36.4% |