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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 | $486,367 | $168,635+188.4% | $147,617+229.5% | $125,389+287.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.56% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $16,566 | $6,252+165.0% | $5,564+197.7% | $4,866+240.4% |
| Participant deferral / active EE | $16,993 | $5,507+208.6% | $4,895+247.1% | $5,352+217.5% |
| Admin fee / account holder | $393,182 | $13,580+2795.2% | $11,612+3286.1% | $9,541+4021.0% |