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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 | $334,327 | $81,696+309.2% | $70,494+374.3% | $158,982+110.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.70%-208.7pp | 109.16%-109.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $6,825 | $3,220+112.0% | $2,738+149.3% | $4,763+43.3% |
| Participant deferral / active EE | $3,700 | $4,558-18.8% | $3,711-0.3% | $5,983-38.2% |
| Admin fee / account holder | $784 | $6,200-87.4% | $3,848-79.6% | $11,252-93.0% |