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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 | $254,511 | $75,832+235.6% | $147,617+72.4% | $59,633+326.8% |
| Participation rate | 88.5% | 71.6%+16.9pp | 84.6%+3.8pp | 68.7%+19.8pp |
| Annual return | -1.58% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $7,170 | $3,485+105.7% | $5,564+28.9% | $2,203+225.5% |
| Participant deferral / active EE | $4,299 | $3,131+37.3% | $4,895-12.2% | $3,192+34.7% |
| Admin fee / account holder | $1,523 | $5,986-74.6% | $11,612-86.9% | $4,297-64.6% |