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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 | $555,298 | $76,785+623.2% | $56,441+883.9% | $145,959+280.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.50% | 3000.51%-2992.0pp | 1704.21%-1695.7pp | 561.95%-553.5pp |
| Employer contribution / active EE | $27,794 | $1,381+1913.2% | $1,039+2574.8% | $4,661+496.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,585 | $3,334+187.5% | $2,829+238.8% | $13,398-28.5% |