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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 | $367,880 | $209,874+75.3% | $189,537+94.1% | $167,536+119.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.61% | 748.61%-722.0pp | 555.34%-528.7pp | 478.82%-452.2pp |
| Employer contribution / active EE | $22,550 | $6,913+226.2% | $6,161+266.0% | $4,839+366.0% |
| Participant deferral / active EE | $13,100 | $8,934+46.6% | $8,220+59.4% | $6,342+106.6% |
| Admin fee / account holder | $347 | $14,299-97.6% | $12,048-97.1% | $12,315-97.2% |