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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 | $286,563 | $106,008+170.3% | $92,240+210.7% | $147,586+94.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.07% | 50.05%-25.0pp | 176.29%-151.2pp | 578.59%-553.5pp |
| Employer contribution / active EE | $13,829 | $4,333+219.1% | $3,680+275.8% | $4,876+183.6% |
| Participant deferral / active EE | $10,764 | $4,478+140.4% | $3,897+176.2% | $5,439+97.9% |
| Admin fee / account holder | $376 | $6,333-94.1% | $5,194-92.8% | $10,886-96.5% |