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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 | $183,592+829.0% | $155,574+996.3% | $145,877+1069.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 262.58% | 61.37%+201.2pp | 64.87%+197.7pp | 551.28%-288.7pp |
| Employer contribution / active EE | $11,630 | $5,317+118.7% | $4,676+148.7% | $4,663+149.4% |
| Participant deferral / active EE | $12,688 | $6,466+96.2% | $5,629+125.4% | $6,691+89.6% |
| Admin fee / account holder | $21,420 | $19,316+10.9% | $15,914+34.6% | $13,402+59.8% |