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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 | $280,354 | $168,635+66.2% | $147,617+89.9% | $125,389+123.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.37% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $15,887 | $6,252+154.1% | $5,564+185.5% | $4,866+226.5% |
| Participant deferral / active EE | $9,777 | $5,507+77.5% | $4,895+99.7% | $5,352+82.7% |
| Admin fee / account holder | $186,225 | $13,580+1271.3% | $11,612+1503.8% | $9,541+1851.9% |