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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 | $860,791 | $150,346+472.5% | $120,524+614.2% | $145,877+490.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.49% | 154.40%-137.9pp | 107.36%-90.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,500 | $4,353-65.5% | $3,469-56.8% | $4,663-67.8% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37,500 | $12,215+207.0% | $9,440+297.3% | $13,402+179.8% |