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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 | $527,427 | $90,617+482.0% | $79,476+563.6% | $135,382+289.6% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 0.10% | 977.57%-977.5pp | 718.21%-718.1pp | 519.77%-519.7pp |
| Employer contribution / active EE | $23,589 | $3,068+668.9% | $2,800+742.4% | $4,779+393.6% |
| Participant deferral / active EE | $6,225 | $4,050+53.7% | $3,704+68.1% | $5,609+11.0% |
| Admin fee / account holder | $479 | $5,907-91.9% | $5,113-90.6% | $10,829-95.6% |