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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 | $463,833 | $160,059+189.8% | $140,019+231.3% | $135,382+242.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 11.50% | 911.44%-899.9pp | 651.15%-639.7pp | 519.77%-508.3pp |
| Employer contribution / active EE | $9,919 | $6,420+54.5% | $5,605+77.0% | $4,779+107.6% |
| Participant deferral / active EE | $11,706 | $7,641+53.2% | $6,927+69.0% | $5,609+108.7% |
| Admin fee / account holder | $378 | $13,328-97.2% | $10,705-96.5% | $10,829-96.5% |