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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 | $253,392 | $75,832+234.1% | $147,617+71.7% | $59,633+324.9% |
| Participation rate | 98.7% | 71.6%+27.1pp | 84.6%+14.1pp | 68.7%+30.0pp |
| Annual return | -1.05% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $7,346 | $3,485+110.8% | $5,564+32.0% | $2,203+233.5% |
| Participant deferral / active EE | $5,243 | $3,131+67.5% | $4,895+7.1% | $3,192+64.3% |
| Admin fee / account holder | $71,219 | $5,986+1089.8% | $11,612+513.3% | $4,297+1557.4% |