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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 | $527,293 | $168,635+212.7% | $147,617+257.2% | $125,389+320.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.90% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $10,826 | $6,252+73.2% | $5,564+94.6% | $4,866+122.5% |
| Participant deferral / active EE | $7,461 | $5,507+35.5% | $4,895+52.4% | $5,352+39.4% |
| Admin fee / account holder | $2,172 | $13,580-84.0% | $11,612-81.3% | $9,541-77.2% |