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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 | $470,168 | $201,370+133.5% | $184,256+155.2% | $145,897+222.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.23% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $18,750 | $7,024+167.0% | $6,427+191.7% | $4,663+302.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,922 | $16,364-69.9% | $13,899-64.6% | $13,390-63.2% |