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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 | $473,633 | $201,264+135.3% | $184,185+157.2% | $145,978+224.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.53% | 29.00%-10.5pp | 28.81%-10.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $28,083 | $7,021+300.0% | $6,426+337.0% | $4,662+502.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33,333 | $16,376+103.6% | $13,909+139.7% | $13,400+148.8% |