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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 | $951,342 | $197,819+380.9% | $155,789+510.7% | $125,389+658.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.11% | 86.73%-86.8pp | 71.54%-71.6pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,733 | $4,850+59.4% | $3,839+101.5% | $4,866+58.9% |
| Participant deferral / active EE | $15,180 | $5,631+169.6% | $4,798+216.4% | $5,352+183.7% |
| Admin fee / account holder | $4,515 | $9,544-52.7% | $7,477-39.6% | $9,541-52.7% |