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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 | $257,940 | $168,635+53.0% | $147,617+74.7% | $125,389+105.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.36% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $10,095 | $6,252+61.5% | $5,564+81.4% | $4,866+107.5% |
| Participant deferral / active EE | $4,850 | $5,507-11.9% | $4,895-0.9% | $5,352-9.4% |
| Admin fee / account holder | $7,233 | $13,580-46.7% | $11,612-37.7% | $9,541-24.2% |