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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 | $386,454 | $209,874+84.1% | $189,537+103.9% | $167,536+130.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.93% | 748.61%-737.7pp | 555.34%-544.4pp | 478.82%-467.9pp |
| Employer contribution / active EE | $9,069 | $6,913+31.2% | $6,161+47.2% | $4,839+87.4% |
| Participant deferral / active EE | $24,158 | $8,934+170.4% | $8,220+193.9% | $6,342+280.9% |
| Admin fee / account holder | $36,437 | $14,299+154.8% | $12,048+202.4% | $12,315+195.9% |