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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 | $499,655 | $76,608+552.2% | $56,077+791.0% | $145,877+242.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.49% | 3009.59%-2998.1pp | 1709.28%-1697.8pp | 551.28%-539.8pp |
| Employer contribution / active EE | $10,000 | $1,382+623.8% | $1,040+861.2% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,000 | $3,325+381.2% | $2,825+466.4% | $13,402+19.4% |