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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 | $431,337 | $75,832+468.8% | $147,617+192.2% | $59,633+623.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.50% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,338 | $3,131+198.3% | $4,895+90.7% | $3,192+192.6% |
| Admin fee / account holder | $2,349 | $5,986-60.8% | $11,612-79.8% | $4,297-45.3% |