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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 | $269,186 | $209,874+28.3% | $189,537+42.0% | $167,536+60.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.66% | 748.61%-724.0pp | 555.34%-530.7pp | 478.82%-454.2pp |
| Employer contribution / active EE | $17,437 | $6,913+152.2% | $6,161+183.0% | $4,839+260.3% |
| Participant deferral / active EE | $17,398 | $8,934+94.7% | $8,220+111.7% | $6,342+174.3% |
| Admin fee / account holder | $12,645 | $14,299-11.6% | $12,048+4.9% | $12,315+2.7% |