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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 | $600,948 | $105,158+471.5% | $94,672+534.8% | $139,487+330.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 133.96% | 38.11%+95.8pp | 156.89%-22.9pp | 373.84%-239.9pp |
| Employer contribution / active EE | $4,514 | $4,107+9.9% | $3,673+22.9% | $4,755-5.1% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $951 | $8,972-89.4% | $7,222-86.8% | $11,407-91.7% |