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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 | $266,792 | $93,117+186.5% | $77,096+246.1% | $134,532+98.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -0.12% | 62.67%-62.8pp | 42.35%-42.5pp | 418.27%-418.4pp |
| Employer contribution / active EE | $3,479 | $3,420+1.7% | $2,814+23.6% | $4,741-26.6% |
| Participant deferral / active EE | $13,675 | $5,241+160.9% | $4,429+208.7% | $6,401+113.6% |
| Admin fee / account holder | $4,369 | $6,948-37.1% | $5,428-19.5% | $11,429-61.8% |