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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 | $291,048 | $209,874+38.7% | $189,537+53.6% | $167,536+73.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.96% | 748.61%-729.7pp | 555.34%-536.4pp | 478.82%-459.9pp |
| Employer contribution / active EE | $5,250 | $6,913-24.1% | $6,161-14.8% | $4,839+8.5% |
| Participant deferral / active EE | $11,682 | $8,934+30.8% | $8,220+42.1% | $6,342+84.2% |
| Admin fee / account holder | $1,046 | $14,299-92.7% | $12,048-91.3% | $12,315-91.5% |