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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 | $533,597 | $75,832+603.7% | $147,617+261.5% | $59,633+794.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.91% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $9,391 | $3,485+169.5% | $5,564+68.8% | $2,203+326.3% |
| Participant deferral / active EE | $8,019 | $3,131+156.2% | $4,895+63.8% | $3,192+151.2% |
| Admin fee / account holder | $15,576 | $5,986+160.2% | $11,612+34.1% | $4,297+262.5% |