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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 | $455,104 | $168,636+169.9% | $147,617+208.3% | $125,393+262.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.26% | 77.65%-80.9pp | 61.98%-65.2pp | 282.23%-285.5pp |
| Employer contribution / active EE | $27,254 | $6,252+335.9% | $5,565+389.8% | $4,866+460.1% |
| Participant deferral / active EE | $17,714 | $5,507+221.7% | $4,895+261.9% | $5,351+231.0% |
| Admin fee / account holder | $1,002 | $13,580-92.6% | $11,611-91.4% | $9,541-89.5% |