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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 | $201,372+135.2% | $184,260+157.0% | $145,884+224.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.53% | 29.04%-10.5pp | 28.84%-10.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $28,083 | $7,024+299.8% | $6,427+336.9% | $4,662+502.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33,333 | $16,362+103.7% | $13,898+139.8% | $13,392+148.9% |