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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 | $446,279 | $201,370+121.6% | $184,256+142.2% | $145,897+205.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.33% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $16,103 | $7,024+129.3% | $6,427+150.5% | $4,663+245.4% |
| Participant deferral / active EE | $18,975 | $9,808+93.5% | $9,133+107.8% | $6,689+183.7% |
| Admin fee / account holder | $555 | $16,364-96.6% | $13,899-96.0% | $13,390-95.9% |