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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 | $581,069 | $138,075+320.8% | $123,552+370.3% | $135,379+329.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.50% | 153.70%-144.2pp | 119.20%-109.7pp | 519.79%-510.3pp |
| Employer contribution / active EE | $13,917 | $5,152+170.1% | $4,628+200.7% | $4,779+191.2% |
| Participant deferral / active EE | $16,333 | $6,800+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $19,872 | $10,917+82.0% | $9,285+114.0% | $10,828+83.5% |