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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 | $258,441 | $209,874+23.1% | $189,537+36.4% | $167,536+54.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.96% | 748.61%-726.7pp | 555.34%-533.4pp | 478.82%-456.9pp |
| Employer contribution / active EE | $5,429 | $6,913-21.5% | $6,161-11.9% | $4,839+12.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $27,833 | $14,299+94.6% | $12,048+131.0% | $12,315+126.0% |