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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 | $1,668,251 | $202,342+724.5% | $172,753+865.7% | $152,909+991.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.44% | 1029.88%-1005.4pp | 803.00%-778.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $20,698 | $5,857+253.4% | $5,144+302.4% | $4,764+334.5% |
| Participant deferral / active EE | $17,900 | $5,948+200.9% | $5,198+244.4% | $5,851+205.9% |
| Admin fee / account holder | $50,222 | $17,112+193.5% | $13,956+259.9% | $11,601+332.9% |