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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 | $390,087 | $201,344+93.7% | $184,243+111.7% | $145,877+167.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 29.01%-12.6pp | 28.82%-12.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $13,500 | $7,022+92.2% | $6,427+110.1% | $4,663+189.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,500 | $16,382+6.8% | $13,914+25.8% | $13,402+30.6% |