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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 | $581,850 | $168,635+245.0% | $147,617+294.2% | $125,389+364.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.71% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $31,484 | $6,252+403.6% | $5,564+465.8% | $4,866+547.0% |
| Participant deferral / active EE | $18,955 | $5,507+244.2% | $4,895+287.2% | $5,352+254.2% |
| Admin fee / account holder | $362,543 | $13,580+2569.6% | $11,612+3022.2% | $9,541+3699.9% |