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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 | $362,418 | $118,708+205.3% | $98,920+266.4% | $158,966+128.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $16,429 | $3,334+392.8% | $2,689+510.9% | $4,762+245.0% |
| Participant deferral / active EE | $7,255 | $5,089+42.6% | $4,245+70.9% | $5,983+21.3% |
| Admin fee / account holder | $1,063 | $10,134-89.5% | $6,643-84.0% | $11,250-90.6% |