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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 | $698,569 | $75,832+821.2% | $147,617+373.2% | $59,633+1071.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.76% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $25,226 | $3,485+623.9% | $5,564+353.3% | $2,203+1045.3% |
| Participant deferral / active EE | $15,152 | $3,131+384.0% | $4,895+209.5% | $3,192+374.7% |
| Admin fee / account holder | $2,919 | $5,986-51.2% | $11,612-74.9% | $4,297-32.1% |