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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 | $646,799 | $75,832+752.9% | $147,617+338.2% | $59,633+984.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $29,979 | $3,485+760.3% | $5,564+438.8% | $2,203+1261.1% |
| Participant deferral / active EE | $13,100 | $3,131+318.5% | $4,895+167.6% | $3,192+310.5% |
| Admin fee / account holder | $15,042 | $5,986+151.3% | $11,612+29.5% | $4,297+250.1% |