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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 | $356,066 | $209,888+69.6% | $189,545+87.9% | $167,553+112.5% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 15.37% | 748.66%-733.3pp | 555.36%-540.0pp | 478.89%-463.5pp |
| Employer contribution / active EE | $23,032 | $6,915+233.1% | $6,162+273.8% | $4,840+375.9% |
| Participant deferral / active EE | $23,032 | $8,934+157.8% | $8,220+180.2% | $6,343+263.1% |
| Admin fee / account holder | $21,078 | $14,300+47.4% | $12,049+74.9% | $12,316+71.1% |