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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 | $272,671 | $75,832+259.6% | $147,617+84.7% | $59,633+357.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.47% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $20,077 | $3,485+476.1% | $5,564+260.8% | $2,203+811.5% |
| Participant deferral / active EE | $6,493 | $3,131+107.4% | $4,895+32.6% | $3,192+103.4% |
| Admin fee / account holder | $1,691 | $5,986-71.7% | $11,612-85.4% | $4,297-60.6% |