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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 | $415,174 | $201,344+106.2% | $184,243+125.3% | $145,877+184.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.33% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $23,186 | $7,022+230.2% | $6,427+260.8% | $4,663+397.2% |
| Participant deferral / active EE | $19,433 | $9,807+98.2% | $9,132+112.8% | $6,691+190.4% |
| Admin fee / account holder | $3,021 | $16,382-81.6% | $13,914-78.3% | $13,402-77.5% |