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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 | $549,552 | $147,727+272.0% | $115,756+374.7% | $134,532+308.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.51% | 73.96%-90.5pp | 143.14%-159.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $19,223 | $4,713+307.9% | $3,793+406.8% | $4,741+305.5% |
| Participant deferral / active EE | $11,478 | $7,563+51.8% | $6,254+83.5% | $6,401+79.3% |
| Admin fee / account holder | $12,339 | $14,571-15.3% | $8,124+51.9% | $11,429+8.0% |