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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 | $721,122 | $75,832+850.9% | $147,617+388.5% | $59,633+1109.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.56% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $31,136 | $3,485+793.5% | $5,564+459.6% | $2,203+1313.6% |
| Participant deferral / active EE | $17,482 | $3,131+458.4% | $4,895+257.1% | $3,192+447.7% |
| Admin fee / account holder | $1,462 | $5,986-75.6% | $11,612-87.4% | $4,297-66.0% |