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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 | $330,723 | $106,008+212.0% | $92,240+258.5% | $147,586+124.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.43% | 50.05%-39.6pp | 176.29%-165.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $18,134 | $4,333+318.5% | $3,680+392.8% | $4,876+271.9% |
| Participant deferral / active EE | $16,500 | $4,478+268.4% | $3,897+323.4% | $5,439+203.4% |
| Admin fee / account holder | $9,399 | $6,333+48.4% | $5,194+80.9% | $10,886-13.7% |