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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 | $531,238 | $201,259+164.0% | $184,200+188.4% | $145,959+264.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.84% | 28.98%-7.1pp | 28.80%-7.0pp | 561.95%-540.1pp |
| Employer contribution / active EE | $24,726 | $7,018+252.3% | $6,424+284.9% | $4,661+430.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,832 | $16,372-82.7% | $13,907-79.6% | $13,398-78.9% |