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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 | $420,916 | $201,264+109.1% | $184,185+128.5% | $145,978+188.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.33% | 29.00%-17.7pp | 28.81%-17.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $23,098 | $7,021+229.0% | $6,426+259.5% | $4,662+395.5% |
| Participant deferral / active EE | $29,321 | $9,806+199.0% | $9,132+221.1% | $6,690+338.3% |
| Admin fee / account holder | $25,942 | $16,376+58.4% | $13,909+86.5% | $13,400+93.6% |