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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 | $344,414 | $75,832+354.2% | $147,617+133.3% | $59,633+477.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.01% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $29,693 | $3,485+752.1% | $5,564+433.6% | $2,203+1248.1% |
| Participant deferral / active EE | $11,687 | $3,131+273.3% | $4,895+138.7% | $3,192+266.2% |
| Admin fee / account holder | $85,216 | $5,986+1323.7% | $11,612+633.9% | $4,297+1883.2% |