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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 | $317,952 | $168,636+88.5% | $147,617+115.4% | $125,393+153.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.10% | 77.65%-79.8pp | 61.98%-64.1pp | 282.23%-284.3pp |
| Employer contribution / active EE | $13,250 | $6,252+111.9% | $5,565+138.1% | $4,866+172.3% |
| Participant deferral / active EE | $3,152 | $5,507-42.8% | $4,895-35.6% | $5,351-41.1% |
| Admin fee / account holder | $6,477 | $13,580-52.3% | $11,611-44.2% | $9,541-32.1% |