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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 | $252,608 | $90,397+179.4% | $76,002+232.4% | $145,959+73.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.34% | 621.97%-604.6pp | 360.07%-342.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $11,250 | $3,317+239.1% | $2,688+318.5% | $4,661+141.4% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41,335 | $8,369+393.9% | $6,414+544.5% | $13,398+208.5% |