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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 | $301,865 | $75,832+298.1% | $147,617+104.5% | $59,633+406.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.34% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $11,475 | $3,485+229.3% | $5,564+106.2% | $2,203+421.0% |
| Participant deferral / active EE | $1,343 | $3,131-57.1% | $4,895-72.6% | $3,192-57.9% |
| Admin fee / account holder | $7,893 | $5,986+31.9% | $11,612-32.0% | $4,297+83.7% |