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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 | $581,252 | $201,344+188.7% | $184,243+215.5% | $145,877+298.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.76% | 29.01%-18.2pp | 28.82%-18.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $12,109 | $7,022+72.4% | $6,427+88.4% | $4,663+159.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $810 | $16,382-95.1% | $13,914-94.2% | $13,402-94.0% |