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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 | $252,872 | $168,636+50.0% | $147,617+71.3% | $125,393+101.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.17% | 77.65%-77.8pp | 61.98%-62.2pp | 282.23%-282.4pp |
| Employer contribution / active EE | $7,537 | $6,252+20.5% | $5,565+35.4% | $4,866+54.9% |
| Participant deferral / active EE | $9,149 | $5,507+66.1% | $4,895+86.9% | $5,351+71.0% |
| Admin fee / account holder | $16,145 | $13,580+18.9% | $11,611+39.0% | $9,541+69.2% |