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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 | $443,948 | $201,372+120.5% | $184,260+140.9% | $145,884+204.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.93% | 29.04%-16.1pp | 28.84%-15.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $24,640 | $7,024+250.8% | $6,427+283.4% | $4,662+428.5% |
| Participant deferral / active EE | $22,996 | $9,808+134.5% | $9,133+151.8% | $6,690+243.8% |
| Admin fee / account holder | $2,052 | $16,362-87.5% | $13,898-85.2% | $13,392-84.7% |