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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 | $531,411 | $209,874+153.2% | $189,537+180.4% | $167,536+217.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.83% | 748.61%-729.8pp | 555.34%-536.5pp | 478.82%-460.0pp |
| Employer contribution / active EE | $20,524 | $6,913+196.9% | $6,161+233.1% | $4,839+324.1% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.2% | $6,342+105.0% |
| Admin fee / account holder | $471 | $14,299-96.7% | $12,048-96.1% | $12,315-96.2% |