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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 | $300,359 | $209,874+43.1% | $189,537+58.5% | $167,536+79.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.61%-732.4pp | 555.34%-539.1pp | 478.82%-462.6pp |
| Employer contribution / active EE | $7,500 | $6,913+8.5% | $6,161+21.7% | $4,839+55.0% |
| Participant deferral / active EE | $6,959 | $8,934-22.1% | $8,220-15.3% | $6,342+9.7% |
| Admin fee / account holder | $1,000 | $14,299-93.0% | $12,048-91.7% | $12,315-91.9% |