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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 | $293,123 | $209,874+39.7% | $189,537+54.7% | $167,536+75.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.93% | 748.61%-727.7pp | 555.34%-534.4pp | 478.82%-457.9pp |
| Employer contribution / active EE | $17,427 | $6,913+152.1% | $6,161+182.9% | $4,839+260.1% |
| Participant deferral / active EE | $9,752 | $8,934+9.2% | $8,220+18.6% | $6,342+53.8% |
| Admin fee / account holder | $8,877 | $14,299-37.9% | $12,048-26.3% | $12,315-27.9% |