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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 | $287,881 | $202,440+42.2% | $169,390+70.0% | $139,466+106.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.99% | 532.36%-509.4pp | 406.07%-383.1pp | 373.66%-350.7pp |
| Employer contribution / active EE | $20,300 | $4,693+332.6% | $4,013+405.9% | $4,754+327.0% |
| Participant deferral / active EE | $15,080 | $6,940+117.3% | $6,222+142.3% | $6,712+124.7% |
| Admin fee / account holder | $1,108 | $10,722-89.7% | $9,015-87.7% | $11,409-90.3% |