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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 | $798,082 | $115,814+589.1% | $101,275+688.0% | $158,982+402.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 155.26% | 56.16%+99.1pp | 46.48%+108.8pp | 302.99%-147.7pp |
| Employer contribution / active EE | $6,048 | $4,176+44.8% | $3,660+65.2% | $4,763+27.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,894 | $7,249-46.3% | $5,948-34.5% | $11,252-65.4% |