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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 | $385,381 | $168,635+128.5% | $147,617+161.1% | $125,389+207.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.83% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $20,636 | $6,252+230.1% | $5,564+270.9% | $4,866+324.1% |
| Participant deferral / active EE | $11,499 | $5,507+108.8% | $4,895+134.9% | $5,352+114.9% |
| Admin fee / account holder | $1,562 | $13,580-88.5% | $11,612-86.5% | $9,541-83.6% |