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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 | $484,063 | $209,874+130.6% | $189,537+155.4% | $167,536+188.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.27% | 748.61%-728.3pp | 555.34%-535.1pp | 478.82%-458.6pp |
| Employer contribution / active EE | $19,785 | $6,913+186.2% | $6,161+221.1% | $4,839+308.9% |
| Participant deferral / active EE | $19,705 | $8,934+120.6% | $8,220+139.7% | $6,342+210.7% |
| Admin fee / account holder | $2,822 | $14,299-80.3% | $12,048-76.6% | $12,315-77.1% |