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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 | $315,686 | $168,635+87.2% | $147,617+113.9% | $125,389+151.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.86% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $21,911 | $6,252+250.4% | $5,564+293.8% | $4,866+350.3% |
| Participant deferral / active EE | $15,760 | $5,507+186.2% | $4,895+221.9% | $5,352+194.5% |
| Admin fee / account holder | $1,867 | $13,580-86.3% | $11,612-83.9% | $9,541-80.4% |