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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 | $76,522+553.0% | $56,033+791.7% | $145,884+242.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.49% | 3014.28%-3002.8pp | 1711.38%-1699.9pp | 551.85%-540.4pp |
| Employer contribution / active EE | $10,000 | $1,382+623.4% | $1,041+860.7% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,000 | $3,328+380.7% | $2,827+466.0% | $13,392+19.5% |