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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 | $363,675 | $223,823+62.5% | $211,142+72.2% | $154,746+135.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.80% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $22,778 | $6,787+235.6% | $6,442+253.6% | $4,379+420.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,240 | $19,707-73.4% | $19,076-72.5% | $14,365-63.5% |