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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 | $396,509 | $144,130+175.1% | $117,861+236.4% | $147,586+168.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 27.67% | 531.20%-503.5pp | 335.11%-307.4pp | 578.59%-550.9pp |
| Employer contribution / active EE | $24,604 | $4,897+402.4% | $3,786+549.8% | $4,876+404.6% |
| Participant deferral / active EE | $12,886 | $5,316+142.4% | $4,482+187.5% | $5,439+136.9% |
| Admin fee / account holder | $7,283 | $10,887-33.1% | $8,021-9.2% | $10,886-33.1% |