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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 | $271,204 | $168,635+60.8% | $147,617+83.7% | $125,389+116.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.73% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $21,518 | $6,252+244.2% | $5,564+286.7% | $4,866+342.2% |
| Participant deferral / active EE | $14,844 | $5,507+169.6% | $4,895+203.2% | $5,352+177.4% |
| Admin fee / account holder | $73,106 | $13,580+438.3% | $11,612+529.6% | $9,541+666.2% |