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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 | $369,731 | $201,372+83.6% | $184,260+100.7% | $145,884+153.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 29.04%-16.8pp | 28.84%-16.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $10,271 | $7,024+46.2% | $6,427+59.8% | $4,662+120.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $38,603 | $16,362+135.9% | $13,898+177.8% | $13,392+188.3% |