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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 | $259,723 | $209,888+23.7% | $189,545+37.0% | $167,553+55.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.74% | 748.66%-737.9pp | 555.36%-544.6pp | 478.89%-468.1pp |
| Employer contribution / active EE | $15,833 | $6,915+129.0% | $6,162+156.9% | $4,840+227.2% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,343+36.6% |
| Admin fee / account holder | $7,790 | $14,300-45.5% | $12,049-35.3% | $12,316-36.8% |