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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 | $254,490 | $75,832+235.6% | $147,617+72.4% | $59,633+326.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.74% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $14,908 | $3,485+327.8% | $5,564+167.9% | $2,203+576.8% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,260 | $5,986-62.2% | $11,612-80.5% | $4,297-47.4% |