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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 | $726,680 | $176,786+311.1% | $146,643+395.5% | $167,536+333.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 76.86% | 24.04%+52.8pp | 22.75%+54.1pp | 478.82%-402.0pp |
| Employer contribution / active EE | $6,463 | $5,161+25.2% | $4,137+56.2% | $4,839+33.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,770 | $13,262-86.7% | $10,280-82.8% | $12,315-85.6% |