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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 | $619,549 | $168,635+267.4% | $147,617+319.7% | $125,389+394.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.99% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $26,606 | $6,252+325.5% | $5,564+378.1% | $4,866+446.8% |
| Participant deferral / active EE | $17,341 | $5,507+214.9% | $4,895+254.2% | $5,352+224.0% |
| Admin fee / account holder | $357,704 | $13,580+2534.0% | $11,612+2980.6% | $9,541+3649.2% |