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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 | $318,067 | $168,635+88.6% | $147,617+115.5% | $125,389+153.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $28,750 | $5,507+422.1% | $4,895+487.3% | $5,352+437.2% |
| Admin fee / account holder | $7,188 | $13,580-47.1% | $11,612-38.1% | $9,541-24.7% |