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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 | $439,580 | $201,264+118.4% | $184,185+138.7% | $145,978+201.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.43% | 29.00%-10.6pp | 28.81%-10.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $15,789 | $7,021+124.9% | $6,426+145.7% | $4,662+238.7% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,253 | $16,376-49.6% | $13,909-40.7% | $13,400-38.4% |