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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 | $292,232 | $168,635+73.3% | $147,617+98.0% | $125,389+133.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.64% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $17,552 | $6,252+180.7% | $5,564+215.4% | $4,866+260.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,852 | $13,580-79.0% | $11,612-75.4% | $9,541-70.1% |