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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 | $389,628+91.0% | $325,506+128.7% | $428,746+73.6% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.1%+16.9pp | 88.2%+11.8pp |
| Annual return | 22.92% | 2.73%+20.2pp | 4.91%+18.0pp | 331.92%-309.0pp |
| Employer contribution / active EE | $11,250 | $5,530+103.4% | $4,786+135.1% | $8,363+34.5% |
| Participant deferral / active EE | $0 | $4,466-100.0% | $3,804-100.0% | $5,961-100.0% |
| Admin fee / account holder | $7,500 | $11,063-32.2% | $10,490-28.5% | $31,735-76.4% |