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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 | $321,976 | $75,832+324.6% | $147,617+118.1% | $59,633+439.9% |
| Participation rate | 98.6% | 71.6%+27.0pp | 84.6%+14.0pp | 68.7%+29.9pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $18,640 | $3,485+434.9% | $5,564+235.0% | $2,203+746.3% |
| Participant deferral / active EE | $9,526 | $3,131+204.3% | $4,895+94.6% | $3,192+198.5% |
| Admin fee / account holder | $14,011 | $5,986+134.1% | $11,612+20.7% | $4,297+226.1% |