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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 | $311,301 | $75,832+310.5% | $147,617+110.9% | $59,633+422.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.06% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $16,634 | $3,485+377.3% | $5,564+198.9% | $2,203+655.2% |
| Participant deferral / active EE | $20,304 | $3,131+548.6% | $4,895+314.8% | $3,192+536.1% |
| Admin fee / account holder | $5,127 | $5,986-14.3% | $11,612-55.8% | $4,297+19.3% |