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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 | $734,960 | $111,830+557.2% | $93,696+684.4% | $145,884+403.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.50% | 204.08%-180.6pp | 133.74%-110.2pp | 551.85%-528.4pp |
| Employer contribution / active EE | $37,500 | $3,093+1112.4% | $2,422+1448.4% | $4,662+704.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,264 | $10,249-38.9% | $8,287-24.4% | $13,392-53.2% |