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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 | $347,410 | $209,874+65.5% | $189,537+83.3% | $167,536+107.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.91% | 748.61%-738.7pp | 555.34%-545.4pp | 478.82%-468.9pp |
| Employer contribution / active EE | $3,351 | $6,913-51.5% | $6,161-45.6% | $4,839-30.8% |
| Participant deferral / active EE | $19,484 | $8,934+118.1% | $8,220+137.0% | $6,342+207.2% |
| Admin fee / account holder | $3,752 | $14,299-73.8% | $12,048-68.9% | $12,315-69.5% |