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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 | $410,285 | $168,635+143.3% | $147,617+177.9% | $125,389+227.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.72% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $18,171 | $6,252+190.6% | $5,564+226.6% | $4,866+273.4% |
| Participant deferral / active EE | $26,571 | $5,507+382.5% | $4,895+442.8% | $5,352+396.5% |
| Admin fee / account holder | $58,436 | $13,580+330.3% | $11,612+403.3% | $9,541+512.5% |