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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 | $293,416 | $209,874+39.8% | $189,537+54.8% | $167,536+75.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.70% | 748.61%-737.9pp | 555.34%-544.6pp | 478.82%-468.1pp |
| Employer contribution / active EE | $7,512 | $6,913+8.7% | $6,161+21.9% | $4,839+55.2% |
| Participant deferral / active EE | $5,629 | $8,934-37.0% | $8,220-31.5% | $6,342-11.2% |
| Admin fee / account holder | $12,682 | $14,299-11.3% | $12,048+5.3% | $12,315+3.0% |