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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 | $480,767 | $75,828+534.0% | $147,617+225.7% | $59,632+706.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.94% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $29,330 | $3,485+741.7% | $5,565+427.1% | $2,203+1231.6% |
| Participant deferral / active EE | $13,689 | $3,130+337.3% | $4,895+179.6% | $3,192+328.9% |
| Admin fee / account holder | $99,689 | $5,985+1565.6% | $11,611+758.5% | $4,297+2219.9% |