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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 | $302,912 | $168,635+79.6% | $147,617+105.2% | $125,389+141.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.41% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $18,565 | $6,252+196.9% | $5,564+233.6% | $4,866+281.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,556 | $13,580-29.6% | $11,612-17.7% | $9,541+0.2% |