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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 | $276,971 | $46,360+497.4% | $147,618+87.6% | $52,331+429.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.82% | 1.62%-3.4pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $12,885 | $2,126+506.0% | $5,565+131.6% | $1,882+584.8% |
| Participant deferral / active EE | $11,890 | $2,258+426.7% | $4,895+142.9% | $3,022+293.4% |
| Admin fee / account holder | $7,925 | $766+935.0% | $11,612-31.7% | $592+1239.7% |