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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 | $368,695 | $75,832+386.2% | $147,618+149.8% | $59,633+518.3% |
| Participation rate | 78.0% | 71.6%+6.4pp | 84.6%-6.7pp | 68.7%+9.3pp |
| Annual return | -0.48% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $13,644 | $3,485+291.5% | $5,565+145.2% | $2,203+519.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $56,928 | $5,986+851.1% | $11,612+390.3% | $4,297+1224.8% |