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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 | $460,795 | $209,874+119.6% | $189,537+143.1% | $167,536+175.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.93% | 748.61%-731.7pp | 555.34%-538.4pp | 478.82%-461.9pp |
| Employer contribution / active EE | $10,231 | $6,913+48.0% | $6,161+66.1% | $4,839+111.4% |
| Participant deferral / active EE | $15,502 | $8,934+73.5% | $8,220+88.6% | $6,342+144.4% |
| Admin fee / account holder | $333 | $14,299-97.7% | $12,048-97.2% | $12,315-97.3% |