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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 | $251,125 | $75,832+231.2% | $147,617+70.1% | $59,633+321.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.45% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $9,326 | $3,485+167.6% | $5,564+67.6% | $2,203+323.4% |
| Participant deferral / active EE | $6,538 | $3,131+108.9% | $4,895+33.6% | $3,192+104.9% |
| Admin fee / account holder | $4,113 | $5,986-31.3% | $11,612-64.6% | $4,297-4.3% |