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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 | $1,705,628 | $183,539+829.3% | $155,556+996.5% | $145,897+1069.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 262.58% | 61.31%+201.3pp | 64.84%+197.7pp | 552.29%-289.7pp |
| Employer contribution / active EE | $11,630 | $5,315+118.8% | $4,675+148.7% | $4,663+149.4% |
| Participant deferral / active EE | $12,688 | $6,467+96.2% | $5,631+125.3% | $6,689+89.7% |
| Admin fee / account holder | $21,420 | $19,275+11.1% | $15,885+34.8% | $13,390+60.0% |