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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 | $811,985 | $209,874+286.9% | $189,537+328.4% | $167,536+384.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.89% | 748.61%-727.7pp | 555.34%-534.4pp | 478.82%-457.9pp |
| Employer contribution / active EE | $2,552 | $6,913-63.1% | $6,161-58.6% | $4,839-47.3% |
| Participant deferral / active EE | $20,088 | $8,934+124.9% | $8,220+144.4% | $6,342+216.7% |
| Admin fee / account holder | $12,427 | $14,299-13.1% | $12,048+3.1% | $12,315+0.9% |