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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 | $457,354 | $168,635+171.2% | $147,617+209.8% | $125,389+264.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.68% | 77.65%-81.3pp | 61.98%-65.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $10,000 | $6,252+59.9% | $5,564+79.7% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $42,500 | $13,580+212.9% | $11,612+266.0% | $9,541+345.5% |