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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 | $558,702 | $150,412+271.4% | $120,574+363.4% | $145,884+283.0% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.7pp | 80.3%+11.4pp |
| Annual return | 27.61% | 154.50%-126.9pp | 107.42%-79.8pp | 551.85%-524.2pp |
| Employer contribution / active EE | $6,250 | $4,355+43.5% | $3,471+80.1% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,136 | $12,224-82.5% | $9,445-77.4% | $13,392-84.1% |