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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 | $334,031+122.8% | $300,027+148.1% | $483,350+54.0% |
| Participation rate | 100.0% | 97.9%+2.1pp | 85.4%+14.6pp | 89.0%+11.0pp |
| Annual return | 22.92% | -2.92%+25.8pp | 0.69%+22.2pp | 533.38%-510.5pp |
| Employer contribution / active EE | $11,250 | $6,134+83.4% | $4,895+129.8% | $9,034+24.5% |
| Participant deferral / active EE | $0 | $5,038-100.0% | $4,519-100.0% | $6,196-100.0% |
| Admin fee / account holder | $7,500 | $14,533-48.4% | $15,856-52.7% | $41,445-81.9% |