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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 | $375,994 | $75,832+395.8% | $147,617+154.7% | $59,633+530.5% |
| Participation rate | 91.4% | 71.6%+19.9pp | 84.6%+6.8pp | 68.7%+22.8pp |
| Annual return | 0.05% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $22,558 | $3,485+547.3% | $5,564+305.4% | $2,203+924.1% |
| Participant deferral / active EE | $17,953 | $3,131+473.5% | $4,895+266.7% | $3,192+462.5% |
| Admin fee / account holder | $23,800 | $5,986+297.6% | $11,612+105.0% | $4,297+453.9% |