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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 | $321,774 | $209,874+53.3% | $189,537+69.8% | $167,536+92.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.74% | 748.61%-725.9pp | 555.34%-532.6pp | 478.82%-456.1pp |
| Employer contribution / active EE | $10,113 | $6,913+46.3% | $6,161+64.1% | $4,839+109.0% |
| Participant deferral / active EE | $22,198 | $8,934+148.5% | $8,220+170.0% | $6,342+250.0% |
| Admin fee / account holder | $71,651 | $14,299+401.1% | $12,048+494.7% | $12,315+481.8% |