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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 | $644,548 | $75,832+750.0% | $147,617+336.6% | $59,633+980.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.93% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $31,032 | $3,485+790.5% | $5,564+457.7% | $2,203+1308.9% |
| Participant deferral / active EE | $15,871 | $3,131+407.0% | $4,895+224.2% | $3,192+397.3% |
| Admin fee / account holder | $3,137 | $5,986-47.6% | $11,612-73.0% | $4,297-27.0% |