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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 | $609,237 | $201,264+202.7% | $184,185+230.8% | $145,978+317.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.08% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $18,571 | $7,021+164.5% | $6,426+189.0% | $4,662+298.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,996 | $16,376-8.4% | $13,909+7.8% | $13,400+11.9% |