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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 | $367,269 | $75,832+384.3% | $147,617+148.8% | $59,633+515.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.90% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $20,536 | $3,485+489.3% | $5,564+269.1% | $2,203+832.3% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,153 | $5,986-13.9% | $11,612-55.6% | $4,297+19.9% |