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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 | $327,534 | $75,832+331.9% | $147,617+121.9% | $59,633+449.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.76% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $25,045 | $3,485+618.7% | $5,564+350.1% | $2,203+1037.1% |
| Participant deferral / active EE | $11,681 | $3,131+273.1% | $4,895+138.6% | $3,192+266.0% |
| Admin fee / account holder | $27,780 | $5,986+364.1% | $11,612+139.2% | $4,297+546.5% |