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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 | $286,030 | $168,635+69.6% | $147,617+93.8% | $125,389+128.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.00% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,750 | $6,252-72.0% | $5,564-68.6% | $4,866-64.0% |
| Participant deferral / active EE | $2,412 | $5,507-56.2% | $4,895-50.7% | $5,352-54.9% |
| Admin fee / account holder | $3,348 | $13,580-75.3% | $11,612-71.2% | $9,541-64.9% |