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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 | $687,004 | $209,874+227.3% | $189,537+262.5% | $167,536+310.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.67% | 748.61%-732.9pp | 555.34%-539.7pp | 478.82%-463.1pp |
| Employer contribution / active EE | $12,000 | $6,913+73.6% | $6,161+94.8% | $4,839+148.0% |
| Participant deferral / active EE | $13,522 | $8,934+51.4% | $8,220+64.5% | $6,342+113.2% |
| Admin fee / account holder | $4,114 | $14,299-71.2% | $12,048-65.9% | $12,315-66.6% |