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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 | $587,308 | $95,383+515.7% | $185,837+216.0% | $85,856+584.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 150.53% | 23.59%+126.9pp | 122.08%+28.4pp | 318.58%-168.1pp |
| Employer contribution / active EE | $6,923 | $3,313+109.0% | $5,168+34.0% | $2,565+169.9% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,414 | $7,213+16.7% | $16,241-48.2% | $6,261+34.4% |