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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 | $466,678 | $75,832+515.4% | $147,617+216.1% | $59,633+682.6% |
| Participation rate | 96.6% | 71.6%+25.0pp | 84.6%+11.9pp | 68.7%+27.9pp |
| Annual return | -0.31% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $14,618 | $3,485+319.5% | $5,564+162.7% | $2,203+563.6% |
| Participant deferral / active EE | $14,148 | $3,131+351.9% | $4,895+189.0% | $3,192+343.3% |
| Admin fee / account holder | $56,036 | $5,986+836.2% | $11,612+382.6% | $4,297+1204.1% |