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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 | $314,784 | $75,832+315.1% | $147,617+113.2% | $59,633+427.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.40% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $29,293 | $3,485+740.6% | $5,564+426.4% | $2,203+1229.9% |
| Participant deferral / active EE | $2,293 | $3,131-26.8% | $4,895-53.2% | $3,192-28.2% |
| Admin fee / account holder | $13,713 | $5,986+129.1% | $11,612+18.1% | $4,297+219.1% |