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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 | $539,148 | $196,972+173.7% | $182,262+195.8% | $198,609+171.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.86% | 158.27%-147.4pp | 140.60%-129.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $26,930 | $5,364+402.1% | $5,046+433.7% | $5,055+432.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $78,114 | $18,429+323.9% | $16,712+367.4% | $19,030+310.5% |