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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 | $308,285 | $75,832+306.5% | $147,617+108.8% | $59,633+417.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.29% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $14,387 | $3,485+312.8% | $5,564+158.5% | $2,203+553.2% |
| Participant deferral / active EE | $10,013 | $3,131+219.8% | $4,895+104.5% | $3,192+213.7% |
| Admin fee / account holder | $16,969 | $5,986+183.5% | $11,612+46.1% | $4,297+294.9% |