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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 | $280,581 | $75,832+270.0% | $147,617+90.1% | $59,633+370.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.66% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $24,062 | $3,485+590.5% | $5,564+332.4% | $2,203+992.4% |
| Participant deferral / active EE | $10,604 | $3,131+238.7% | $4,895+116.6% | $3,192+232.2% |
| Admin fee / account holder | $15,520 | $5,986+159.3% | $11,612+33.7% | $4,297+261.2% |