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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 | $523,178 | $168,635+210.2% | $147,617+254.4% | $125,389+317.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.35% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $24,932 | $6,252+298.8% | $5,564+348.1% | $4,866+412.4% |
| Participant deferral / active EE | $14,193 | $5,507+157.7% | $4,895+189.9% | $5,352+165.2% |
| Admin fee / account holder | $4,545 | $13,580-66.5% | $11,612-60.9% | $9,541-52.4% |