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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 | $90,691+656.4% | $76,119+801.3% | $145,884+370.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.26% | 624.52%-607.3pp | 361.25%-344.0pp | 551.85%-534.6pp |
| Employer contribution / active EE | $6,250 | $3,329+87.8% | $2,693+132.1% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $146,210 | $8,383+1644.1% | $6,421+2176.9% | $13,392+991.8% |