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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 | $812,255 | $168,635+381.7% | $147,617+450.2% | $125,389+547.8% |
| Participation rate | 93.8% | 88.8%+5.0pp | 84.6%+9.1pp | 83.2%+10.6pp |
| Annual return | -0.97% | 77.65%-78.6pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $40,413 | $6,252+546.4% | $5,564+626.3% | $4,866+730.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,000 | $13,580-77.9% | $11,612-74.2% | $9,541-68.6% |