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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 | $792,022 | $168,635+369.7% | $147,617+436.5% | $125,389+531.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $30,176 | $6,252+382.7% | $5,564+442.3% | $4,866+520.1% |
| Participant deferral / active EE | $14,494 | $5,507+163.2% | $4,895+196.1% | $5,352+170.8% |
| Admin fee / account holder | $1,744 | $13,580-87.2% | $11,612-85.0% | $9,541-81.7% |