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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 | $201,264+96.6% | $184,185+114.9% | $145,978+171.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.63% | 29.00%-19.4pp | 28.81%-19.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $13,333 | $7,021+89.9% | $6,426+107.5% | $4,662+186.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,369 | $16,376+140.4% | $13,909+183.0% | $13,400+193.8% |