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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 | $804,890 | $135,645+493.4% | $110,243+630.1% | $135,380+494.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.84% | 513.24%-510.4pp | 314.76%-311.9pp | 519.81%-517.0pp |
| Employer contribution / active EE | $22,500 | $4,907+358.5% | $3,827+488.0% | $4,779+370.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $317,133 | $11,458+2667.8% | $8,548+3610.1% | $10,828+2828.8% |