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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 | $447,933 | $75,832+490.7% | $147,617+203.4% | $59,633+651.1% |
| Participation rate | 86.6% | 71.6%+15.0pp | 84.6%+1.9pp | 68.7%+17.9pp |
| Annual return | -0.57% | 0.37%-0.9pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $24,673 | $3,485+608.0% | $5,564+343.4% | $2,203+1020.2% |
| Participant deferral / active EE | $17,462 | $3,131+457.8% | $4,895+256.7% | $3,192+447.1% |
| Admin fee / account holder | $23,014 | $5,986+284.5% | $11,612+98.2% | $4,297+435.6% |