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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 | $427,847 | $75,832+464.2% | $147,617+189.8% | $59,633+617.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.59% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $19,982 | $3,485+473.4% | $5,564+259.1% | $2,203+807.2% |
| Participant deferral / active EE | $12,529 | $3,131+300.2% | $4,895+155.9% | $3,192+292.6% |
| Admin fee / account holder | $3,751 | $5,986-37.3% | $11,612-67.7% | $4,297-12.7% |