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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 | $252,906 | $75,832+233.5% | $147,617+71.3% | $59,633+324.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.74% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $9,700 | $3,485+178.4% | $5,564+74.3% | $2,203+340.4% |
| Participant deferral / active EE | $5,883 | $3,131+87.9% | $4,895+20.2% | $3,192+84.3% |
| Admin fee / account holder | $9,149 | $5,986+52.8% | $11,612-21.2% | $4,297+112.9% |