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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 | $288,632 | $209,874+37.5% | $189,537+52.3% | $167,536+72.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.01% | 748.61%-736.6pp | 555.34%-543.3pp | 478.82%-466.8pp |
| Employer contribution / active EE | $15,672 | $6,913+126.7% | $6,161+154.4% | $4,839+223.9% |
| Participant deferral / active EE | $14,610 | $8,934+63.5% | $8,220+77.7% | $6,342+130.4% |
| Admin fee / account holder | $10,459 | $14,299-26.9% | $12,048-13.2% | $12,315-15.1% |