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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 | $269,520 | $168,636+59.8% | $147,618+82.6% | $125,388+114.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.07% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $18,588 | $6,252+197.3% | $5,565+234.0% | $4,866+282.0% |
| Participant deferral / active EE | $13,040 | $5,507+136.8% | $4,895+166.4% | $5,352+143.7% |
| Admin fee / account holder | $13,620 | $13,580+0.3% | $11,612+17.3% | $9,541+42.8% |