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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 | $477,518 | $168,635+183.2% | $147,617+223.5% | $125,389+280.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.11% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $32,405 | $6,252+418.3% | $5,564+482.4% | $4,866+565.9% |
| Participant deferral / active EE | $20,761 | $5,507+277.0% | $4,895+324.1% | $5,352+287.9% |
| Admin fee / account holder | $110,338 | $13,580+712.5% | $11,612+850.2% | $9,541+1056.5% |