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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 | $201,370+109.7% | $184,256+129.2% | $145,897+189.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.23% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $14,598 | $7,024+107.8% | $6,427+127.1% | $4,663+213.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,635 | $16,364-90.0% | $13,899-88.2% | $13,390-87.8% |