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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 | $440,658 | $75,832+481.1% | $147,617+198.5% | $59,633+638.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.22% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $30,351 | $3,485+771.0% | $5,564+445.4% | $2,203+1277.9% |
| Participant deferral / active EE | $8,883 | $3,131+183.8% | $4,895+81.5% | $3,192+178.3% |
| Admin fee / account holder | $71,870 | $5,986+1100.7% | $11,612+518.9% | $4,297+1572.6% |