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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 | $366,691 | $168,635+117.4% | $147,617+148.4% | $125,389+192.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.22% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $14,443 | $6,252+131.0% | $5,564+159.6% | $4,866+196.8% |
| Participant deferral / active EE | $9,567 | $5,507+73.7% | $4,895+95.4% | $5,352+78.8% |
| Admin fee / account holder | $15,102 | $13,580+11.2% | $11,612+30.1% | $9,541+58.3% |