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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 | $564,258 | $90,691+522.2% | $76,119+641.3% | $145,884+286.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.95% | 624.52%-603.6pp | 361.25%-340.3pp | 551.85%-530.9pp |
| Employer contribution / active EE | $25,000 | $3,329+651.0% | $2,693+828.5% | $4,662+436.2% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $358,265 | $8,383+4173.8% | $6,421+5479.3% | $13,392+2575.2% |