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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 | $201,372+118.3% | $184,260+138.6% | $145,884+201.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.43% | 29.04%-10.6pp | 28.84%-10.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $15,789 | $7,024+124.8% | $6,427+145.7% | $4,662+238.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,253 | $16,362-49.6% | $13,898-40.6% | $13,392-38.4% |