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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 | $536,834 | $168,636+218.3% | $147,617+263.7% | $125,393+328.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.21% | 77.65%-79.9pp | 61.98%-64.2pp | 282.23%-284.4pp |
| Employer contribution / active EE | $22,317 | $6,252+256.9% | $5,565+301.0% | $4,866+358.6% |
| Participant deferral / active EE | $21,000 | $5,507+281.3% | $4,895+329.0% | $5,351+292.4% |
| Admin fee / account holder | $544 | $13,580-96.0% | $11,611-95.3% | $9,541-94.3% |