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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 | $1,086,825 | $209,874+417.8% | $189,537+473.4% | $167,536+548.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.41% | 748.61%-721.2pp | 555.34%-527.9pp | 478.82%-451.4pp |
| Employer contribution / active EE | $11,980 | $6,913+73.3% | $6,161+94.5% | $4,839+147.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,797 | $14,299-87.4% | $12,048-85.1% | $12,315-85.4% |