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 | $1,683,292 | $202,348+731.9% | $172,757+874.4% | $152,914+1000.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.93% | 1029.95%-1017.0pp | 803.06%-790.1pp | 345.48%-332.5pp |
| Employer contribution / active EE | $16,088 | $5,858+174.7% | $5,144+212.8% | $4,764+237.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,852-100.0% |
| Admin fee / account holder | $128,171 | $17,113+649.0% | $13,956+818.4% | $11,601+1004.8% |