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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 | $76,608+624.9% | $56,077+890.2% | $145,877+280.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.50% | 3009.59%-3001.1pp | 1709.28%-1700.8pp | 551.28%-542.8pp |
| Employer contribution / active EE | $27,794 | $1,382+1911.6% | $1,040+2571.5% | $4,663+496.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,585 | $3,325+188.3% | $2,825+239.3% | $13,402-28.5% |