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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 | $812,503 | $133,981+506.4% | $112,249+623.8% | $134,532+503.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.61% | 47.16%-45.5pp | 27.48%-25.9pp | 418.27%-416.7pp |
| Employer contribution / active EE | $17,250 | $4,040+327.0% | $3,636+374.4% | $4,741+263.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,500 | $7,492+0.1% | $6,412+17.0% | $11,429-34.4% |