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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 | $266,424 | $209,874+26.9% | $189,537+40.6% | $167,536+59.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.91% | 748.61%-728.7pp | 555.34%-535.4pp | 478.82%-458.9pp |
| Employer contribution / active EE | $2,449 | $6,913-64.6% | $6,161-60.2% | $4,839-49.4% |
| Participant deferral / active EE | $13,060 | $8,934+46.2% | $8,220+58.9% | $6,342+105.9% |
| Admin fee / account holder | $2,543 | $14,299-82.2% | $12,048-78.9% | $12,315-79.3% |