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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 | $462,208 | $91,198+406.8% | $178,503+158.9% | $79,856+478.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,638 | $3,257-49.7% | $5,011-67.3% | $2,471-33.7% |
| Participant deferral / active EE | $937 | $3,237-71.1% | $5,202-82.0% | $3,741-75.0% |
| Admin fee / account holder | $710 | $6,748-89.5% | $13,987-94.9% | $5,306-86.6% |