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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 | $426,415 | $75,832+462.3% | $147,617+188.9% | $59,633+615.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.31% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $16,543 | $3,485+374.7% | $5,564+197.3% | $2,203+651.0% |
| Participant deferral / active EE | $13,174 | $3,131+320.8% | $4,895+169.1% | $3,192+312.8% |
| Admin fee / account holder | $9,199 | $5,986+53.7% | $11,612-20.8% | $4,297+114.1% |