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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 | $416,682 | $168,635+147.1% | $147,617+182.3% | $125,389+232.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.43% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $14,746 | $6,252+135.9% | $5,564+165.0% | $4,866+203.0% |
| Participant deferral / active EE | $10,910 | $5,507+98.1% | $4,895+122.9% | $5,352+103.9% |
| Admin fee / account holder | $242,692 | $13,580+1687.1% | $11,612+1990.1% | $9,541+2443.7% |