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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 | $686,035 | $90,530+657.8% | $76,030+802.3% | $145,897+370.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.26% | 625.08%-607.8pp | 361.54%-344.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $6,250 | $3,319+88.3% | $2,688+132.6% | $4,663+34.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $146,210 | $8,383+1644.0% | $6,421+2177.2% | $13,390+991.9% |