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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 | $281,202 | $168,635+66.8% | $147,617+90.5% | $125,389+124.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.15% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $10,614 | $6,252+69.8% | $5,564+90.7% | $4,866+118.1% |
| Participant deferral / active EE | $12,600 | $5,507+128.8% | $4,895+157.4% | $5,352+135.4% |
| Admin fee / account holder | $3,187 | $13,580-76.5% | $11,612-72.6% | $9,541-66.6% |