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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 | $268,691 | $75,832+254.3% | $147,617+82.0% | $59,633+350.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.83% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $11,183 | $3,485+220.9% | $5,564+101.0% | $2,203+407.7% |
| Participant deferral / active EE | $6,955 | $3,131+122.2% | $4,895+42.1% | $3,192+117.9% |
| Admin fee / account holder | $3,851 | $5,986-35.7% | $11,612-66.8% | $4,297-10.4% |