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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 | $395,757 | $201,370+96.5% | $184,256+114.8% | $145,897+171.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.63% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $13,333 | $7,024+89.8% | $6,427+107.5% | $4,663+186.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $39,369 | $16,364+140.6% | $13,899+183.2% | $13,390+194.0% |