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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 | $543,513 | $168,635+222.3% | $147,617+268.2% | $125,389+333.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.57% | 77.65%-78.2pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $38,000 | $6,252+507.8% | $5,564+582.9% | $4,866+680.9% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $51,294 | $13,580+277.7% | $11,612+341.7% | $9,541+437.6% |