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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 | $744,384 | $377,972+96.9% | $300,297+147.9% | $382,429+94.6% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 22.92% | 4.19%+18.7pp | 6.06%+16.9pp | 248.85%-225.9pp |
| Employer contribution / active EE | $11,250 | $5,545+102.9% | $4,605+144.3% | $8,036+40.0% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,511-100.0% | $5,727-100.0% |
| Admin fee / account holder | $7,500 | $20,122-62.7% | $16,510-54.6% | $30,732-75.6% |