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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 | $1,136,469 | $138,102+722.9% | $125,381+806.4% | $134,532+744.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.36% | 750.73%-749.4pp | 572.31%-570.9pp | 418.27%-416.9pp |
| Employer contribution / active EE | $30,000 | $5,245+471.9% | $4,815+523.0% | $4,741+532.8% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $31,452 | $11,568+171.9% | $10,007+214.3% | $11,429+175.2% |