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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 | $272,108 | $75,832+258.8% | $147,617+84.3% | $59,633+356.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.06% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $10,708 | $3,485+207.3% | $5,564+92.4% | $2,203+386.1% |
| Participant deferral / active EE | $8,169 | $3,131+160.9% | $4,895+66.9% | $3,192+155.9% |
| Admin fee / account holder | $4,939 | $5,986-17.5% | $11,612-57.5% | $4,297+14.9% |