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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 | $405,086 | $168,635+140.2% | $147,617+174.4% | $125,389+223.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.42% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $30,046 | $6,252+380.6% | $5,564+440.0% | $4,866+517.5% |
| Participant deferral / active EE | $17,512 | $5,507+218.0% | $4,895+257.7% | $5,352+227.2% |
| Admin fee / account holder | $187,947 | $13,580+1284.0% | $11,612+1518.6% | $9,541+1869.9% |