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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 | $367,535 | $209,874+75.1% | $189,537+93.9% | $167,536+119.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.84% | 748.61%-729.8pp | 555.34%-536.5pp | 478.82%-460.0pp |
| Employer contribution / active EE | $14,767 | $6,913+113.6% | $6,161+139.7% | $4,839+205.2% |
| Participant deferral / active EE | $11,238 | $8,934+25.8% | $8,220+36.7% | $6,342+77.2% |
| Admin fee / account holder | $10,224 | $14,299-28.5% | $12,048-15.1% | $12,315-17.0% |