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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 | $269,551 | $118,708+127.1% | $98,920+172.5% | $158,982+69.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $5,162 | $3,334+54.8% | $2,689+92.0% | $4,763+8.4% |
| Participant deferral / active EE | $7,152 | $5,089+40.5% | $4,245+68.5% | $5,983+19.5% |
| Admin fee / account holder | $684 | $10,134-93.3% | $6,643-89.7% | $11,252-93.9% |