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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 | $422,273 | $201,344+109.7% | $184,243+129.2% | $145,877+189.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.23% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $14,598 | $7,022+107.9% | $6,427+127.1% | $4,663+213.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,635 | $16,382-90.0% | $13,914-88.2% | $13,402-87.8% |