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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 | $592,545 | $209,874+182.3% | $189,537+212.6% | $167,536+253.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.37% | 748.61%-736.2pp | 555.34%-543.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $19,841 | $6,913+187.0% | $6,161+222.1% | $4,839+310.0% |
| Participant deferral / active EE | $11,909 | $8,934+33.3% | $8,220+44.9% | $6,342+87.8% |
| Admin fee / account holder | $3,961 | $14,299-72.3% | $12,048-67.1% | $12,315-67.8% |