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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 | $396,214 | $209,874+88.8% | $189,537+109.0% | $167,536+136.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.12% | 748.61%-731.5pp | 555.34%-538.2pp | 478.82%-461.7pp |
| Employer contribution / active EE | $15,728 | $6,913+127.5% | $6,161+155.3% | $4,839+225.0% |
| Participant deferral / active EE | $12,139 | $8,934+35.9% | $8,220+47.7% | $6,342+91.4% |
| Admin fee / account holder | $1,321 | $14,299-90.8% | $12,048-89.0% | $12,315-89.3% |