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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 | $315,514 | $168,635+87.1% | $147,617+113.7% | $125,389+151.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.94% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $10,801 | $6,252+72.7% | $5,564+94.1% | $4,866+122.0% |
| Participant deferral / active EE | $10,442 | $5,507+89.6% | $4,895+113.3% | $5,352+95.1% |
| Admin fee / account holder | $2,639 | $13,580-80.6% | $11,612-77.3% | $9,541-72.3% |