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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 | $499,303 | $209,874+137.9% | $189,537+163.4% | $167,536+198.0% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 15.90% | 748.61%-732.7pp | 555.34%-539.4pp | 478.82%-462.9pp |
| Employer contribution / active EE | $20,000 | $6,913+189.3% | $6,161+224.6% | $4,839+313.3% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,815 | $14,299+24.6% | $12,048+47.9% | $12,315+44.7% |