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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 | $859,873 | $168,635+409.9% | $147,617+482.5% | $125,389+585.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.70% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $36,400 | $6,252+482.2% | $5,564+554.2% | $4,866+648.0% |
| Participant deferral / active EE | $8,510 | $5,507+54.5% | $4,895+73.8% | $5,352+59.0% |
| Admin fee / account holder | $8,892 | $13,580-34.5% | $11,612-23.4% | $9,541-6.8% |