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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 | $503,112 | $201,344+149.9% | $184,243+173.1% | $145,877+244.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.83% | 29.01%-17.2pp | 28.82%-17.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $12,623 | $7,022+79.7% | $6,427+96.4% | $4,663+170.7% |
| Participant deferral / active EE | $8,895 | $9,807-9.3% | $9,132-2.6% | $6,691+32.9% |
| Admin fee / account holder | $55,437 | $16,382+238.4% | $13,914+298.4% | $13,402+313.6% |