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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 | $351,569 | $209,874+67.5% | $189,537+85.5% | $167,536+109.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.65% | 748.61%-737.0pp | 555.34%-543.7pp | 478.82%-467.2pp |
| Employer contribution / active EE | $6,310 | $6,913-8.7% | $6,161+2.4% | $4,839+30.4% |
| Participant deferral / active EE | $12,776 | $8,934+43.0% | $8,220+55.4% | $6,342+101.4% |
| Admin fee / account holder | $3,678 | $14,299-74.3% | $12,048-69.5% | $12,315-70.1% |