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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 | $456,775 | $75,832+502.4% | $147,617+209.4% | $59,633+666.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.14% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $13,530 | $3,485+288.3% | $5,564+143.2% | $2,203+514.3% |
| Participant deferral / active EE | $8,403 | $3,131+168.4% | $4,895+71.7% | $3,192+163.3% |
| Admin fee / account holder | $4,628 | $5,986-22.7% | $11,612-60.1% | $4,297+7.7% |