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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 | $483,855 | $75,832+538.1% | $147,617+227.8% | $59,633+711.4% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | -0.85% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $15,131 | $3,485+334.2% | $5,564+171.9% | $2,203+586.9% |
| Participant deferral / active EE | $11,219 | $3,131+258.4% | $4,895+129.2% | $3,192+251.5% |
| Admin fee / account holder | $32,298 | $5,986+439.6% | $11,612+178.2% | $4,297+651.7% |