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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 | $427,274 | $168,635+153.4% | $147,617+189.4% | $125,389+240.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.35% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $14,214 | $6,252+127.3% | $5,564+155.4% | $4,866+192.1% |
| Participant deferral / active EE | $8,433 | $5,507+53.1% | $4,895+72.3% | $5,352+57.6% |
| Admin fee / account holder | $10,141 | $13,580-25.3% | $11,612-12.7% | $9,541+6.3% |