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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 | $1,582,084 | $202,345+681.9% | $172,755+815.8% | $152,885+934.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.85% | 1029.77%-1015.9pp | 802.94%-789.1pp | 345.39%-331.5pp |
| Employer contribution / active EE | $22,403 | $5,858+282.4% | $5,144+335.5% | $4,763+370.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $46,946 | $17,111+174.4% | $13,955+236.4% | $11,598+304.8% |