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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 | $439,995 | $81,457+440.2% | $103,378+325.6% | $80,911+443.8% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 140.83% | 25.58%+115.3pp | 24.91%+115.9pp | 35.63%+105.2pp |
| Employer contribution / active EE | $7,954 | $3,107+156.0% | $3,870+105.5% | $2,756+188.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,634 | $6,717-45.9% | $8,401-56.7% | $6,935-47.6% |