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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 | $339,937 | $209,874+62.0% | $189,537+79.4% | $167,536+102.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 748.61%-733.9pp | 555.34%-540.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $4,107 | $6,913-40.6% | $6,161-33.3% | $4,839-15.1% |
| Participant deferral / active EE | $38,824 | $8,934+334.6% | $8,220+372.3% | $6,342+512.1% |
| Admin fee / account holder | $33,938 | $14,299+137.3% | $12,048+181.7% | $12,315+175.6% |