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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 | $754,384 | $168,635+347.3% | $147,617+411.0% | $125,389+501.6% |
| 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%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $46,687 | $6,252+646.7% | $5,564+739.0% | $4,866+859.4% |
| Participant deferral / active EE | $2,000 | $5,507-63.7% | $4,895-59.1% | $5,352-62.6% |
| Admin fee / account holder | $1,785 | $13,580-86.9% | $11,612-84.6% | $9,541-81.3% |