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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 | $392,953 | $106,003+270.7% | $92,236+326.0% | $147,585+166.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.06% | 50.05%-32.0pp | 176.29%-158.2pp | 578.57%-560.5pp |
| Employer contribution / active EE | $21,621 | $4,333+399.0% | $3,679+487.6% | $4,876+343.4% |
| Participant deferral / active EE | $14,062 | $4,478+214.0% | $3,897+260.9% | $5,439+158.6% |
| Admin fee / account holder | $2,320 | $6,333-63.4% | $5,194-55.3% | $10,885-78.7% |