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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 | $364,079 | $209,874+73.5% | $189,537+92.1% | $167,536+117.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.30% | 748.61%-733.3pp | 555.34%-540.0pp | 478.82%-463.5pp |
| Employer contribution / active EE | $15,898 | $6,913+130.0% | $6,161+158.1% | $4,839+228.5% |
| Participant deferral / active EE | $12,130 | $8,934+35.8% | $8,220+47.6% | $6,342+91.3% |
| Admin fee / account holder | $24,154 | $14,299+68.9% | $12,048+100.5% | $12,315+96.1% |