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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 | $285,392 | $75,832+276.3% | $147,617+93.3% | $59,633+378.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.06% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $12,251 | $3,485+251.6% | $5,564+120.2% | $2,203+456.2% |
| Participant deferral / active EE | $8,965 | $3,131+186.4% | $4,895+83.1% | $3,192+180.9% |
| Admin fee / account holder | $19,227 | $5,986+221.2% | $11,612+65.6% | $4,297+347.5% |