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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 | $293,588 | $209,874+39.9% | $189,537+54.9% | $167,536+75.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.31% | 748.61%-726.3pp | 555.34%-533.0pp | 478.82%-456.5pp |
| Employer contribution / active EE | $43,803 | $6,913+533.6% | $6,161+611.0% | $4,839+805.2% |
| Participant deferral / active EE | $25,467 | $8,934+185.1% | $8,220+209.8% | $6,342+301.5% |
| Admin fee / account holder | $6,614 | $14,299-53.7% | $12,048-45.1% | $12,315-46.3% |