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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 | $544,351 | $176,794+207.9% | $146,647+271.2% | $167,553+224.9% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 33.25% | 24.04%+9.2pp | 22.75%+10.5pp | 478.89%-445.6pp |
| Employer contribution / active EE | $21,365 | $5,161+313.9% | $4,137+416.4% | $4,840+341.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $24,109 | $13,262+81.8% | $10,281+134.5% | $12,316+95.7% |