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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 | $264,667 | $209,840+26.1% | $189,517+39.7% | $167,497+58.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.76% | 748.35%-724.6pp | 555.19%-531.4pp | 478.62%-454.9pp |
| Employer contribution / active EE | $37,814 | $6,914+446.9% | $6,162+513.7% | $4,838+681.6% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,270 | $14,294-21.2% | $12,045-6.4% | $12,310-8.5% |