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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 | $609,938 | $63,082+866.9% | $81,716+646.4% | $79,852+663.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 118.47% | 22.66%+95.8pp | 29.49%+89.0pp | 31.72%+86.7pp |
| Employer contribution / active EE | $5,803 | $1,795+223.2% | $4,310+34.6% | $2,471+134.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $427 | $4,428-90.4% | $5,159-91.7% | $5,306-91.9% |