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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 | $598,698 | $201,344+197.4% | $184,243+224.9% | $145,877+310.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.33% | 29.01%-12.7pp | 28.82%-12.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $15,559 | $7,022+121.6% | $6,427+142.1% | $4,663+233.7% |
| Participant deferral / active EE | $20,647 | $9,807+110.5% | $9,132+126.1% | $6,691+208.6% |
| Admin fee / account holder | $101,120 | $16,382+517.3% | $13,914+626.8% | $13,402+654.5% |