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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 | $509,639 | $201,370+153.1% | $184,256+176.6% | $145,897+249.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.20% | 29.05%-17.9pp | 28.85%-17.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $17,197 | $7,024+144.8% | $6,427+167.6% | $4,663+268.8% |
| Participant deferral / active EE | $14,719 | $9,808+50.1% | $9,133+61.2% | $6,689+120.0% |
| Admin fee / account holder | $38,760 | $16,364+136.9% | $13,899+178.9% | $13,390+189.5% |