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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 | $363,354 | $75,832+379.2% | $147,617+146.1% | $59,633+509.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.01% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $22,081 | $3,485+533.7% | $5,564+296.8% | $2,203+902.5% |
| Participant deferral / active EE | $11,875 | $3,131+279.3% | $4,895+142.6% | $3,192+272.1% |
| Admin fee / account holder | $1,955 | $5,986-67.3% | $11,612-83.2% | $4,297-54.5% |