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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 | $289,269 | $168,635+71.5% | $147,617+96.0% | $125,389+130.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.26% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $25,230 | $6,252+303.5% | $5,564+353.4% | $4,866+418.5% |
| Participant deferral / active EE | $4,533 | $5,507-17.7% | $4,895-7.4% | $5,352-15.3% |
| Admin fee / account holder | $2,073 | $13,580-84.7% | $11,612-82.1% | $9,541-78.3% |