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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 | $484,692 | $168,635+187.4% | $147,617+228.3% | $125,389+286.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.36% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $25,983 | $6,252+315.6% | $5,564+367.0% | $4,866+434.0% |
| Participant deferral / active EE | $20,000 | $5,507+263.2% | $4,895+308.6% | $5,352+273.7% |
| Admin fee / account holder | $3,944 | $13,580-71.0% | $11,612-66.0% | $9,541-58.7% |