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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 | $943,230 | $168,635+459.3% | $147,617+539.0% | $125,389+652.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.17% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $14,819 | $6,252+137.0% | $5,564+166.3% | $4,866+204.5% |
| Participant deferral / active EE | $9,600 | $5,507+74.3% | $4,895+96.1% | $5,352+79.4% |
| Admin fee / account holder | $6,511 | $13,580-52.1% | $11,612-43.9% | $9,541-31.8% |