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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 | $463,783 | $203,483+127.9% | $152,473+204.2% | $167,536+176.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.24% | 13.80%+3.4pp | 757.59%-740.3pp | 478.82%-461.6pp |
| Employer contribution / active EE | $10,753 | $5,219+106.0% | $4,326+148.6% | $4,839+122.2% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $34,959 | $22,521+55.2% | $15,811+121.1% | $12,315+183.9% |