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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 | $382,947 | $209,874+82.5% | $189,537+102.0% | $167,536+128.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.80% | 748.61%-717.8pp | 555.34%-524.5pp | 478.82%-448.0pp |
| Employer contribution / active EE | $22,084 | $6,913+219.4% | $6,161+258.5% | $4,839+356.4% |
| Participant deferral / active EE | $11,700 | $8,934+31.0% | $8,220+42.3% | $6,342+84.5% |
| Admin fee / account holder | $216,546 | $14,299+1414.4% | $12,048+1697.3% | $12,315+1658.5% |