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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 | $366,405 | $227,291+61.2% | $214,702+70.7% | $155,188+136.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.31% | 60.08%-48.8pp | 54.55%-43.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $20,552 | $6,772+203.5% | $6,461+218.1% | $4,248+383.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,876 | $20,413-22.2% | $19,830-19.9% | $14,480+9.6% |