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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 | $610,504 | $100,938+504.8% | $90,461+574.9% | $158,982+284.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.30% | 1727.20%-1715.9pp | 1294.76%-1283.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $5,000 | $3,691+35.4% | $3,264+53.2% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $186,722 | $6,510+2768.3% | $5,617+3224.4% | $11,252+1559.5% |