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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 | $739,862 | $168,635+338.7% | $147,617+401.2% | $125,389+490.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.08% | 77.65%-77.7pp | 61.98%-62.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $14,216 | $6,252+127.4% | $5,564+155.5% | $4,866+192.1% |
| Participant deferral / active EE | $9,305 | $5,507+69.0% | $4,895+90.1% | $5,352+73.9% |
| Admin fee / account holder | $23,312 | $13,580+71.7% | $11,612+100.8% | $9,541+144.3% |