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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 | $400,706 | $168,635+137.6% | $147,617+171.5% | $125,389+219.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $8,750 | $6,252+40.0% | $5,564+57.2% | $4,866+79.8% |
| Participant deferral / active EE | $7,694 | $5,507+39.7% | $4,895+57.2% | $5,352+43.8% |
| Admin fee / account holder | $19,302 | $13,580+42.1% | $11,612+66.2% | $9,541+102.3% |