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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 | $415,106 | $209,874+97.8% | $189,537+119.0% | $167,536+147.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.66% | 748.61%-736.0pp | 555.34%-542.7pp | 478.82%-466.2pp |
| Employer contribution / active EE | $6,096 | $6,913-11.8% | $6,161-1.0% | $4,839+26.0% |
| Participant deferral / active EE | $8,223 | $8,934-8.0% | $8,2200% | $6,342+29.7% |
| Admin fee / account holder | $1,924 | $14,299-86.5% | $12,048-84.0% | $12,315-84.4% |