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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 | $743,494 | $176,794+320.5% | $146,647+407.0% | $167,553+343.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 44.32% | 24.04%+20.3pp | 22.75%+21.6pp | 478.89%-434.6pp |
| Employer contribution / active EE | $7,457 | $5,161+44.5% | $4,137+80.3% | $4,840+54.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $253,987 | $13,262+1815.1% | $10,281+2370.6% | $12,316+1962.2% |