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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 | $412,744 | $168,635+144.8% | $147,617+179.6% | $125,389+229.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.15% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $43,199 | $6,252+590.9% | $5,564+676.3% | $4,866+787.7% |
| Participant deferral / active EE | $4,319 | $5,507-21.6% | $4,895-11.8% | $5,352-19.3% |
| Admin fee / account holder | $51,896 | $13,580+282.1% | $11,612+346.9% | $9,541+443.9% |