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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 | $1,026,054 | $138,102+643.0% | $125,381+718.3% | $134,532+662.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.47% | 750.73%-742.3pp | 572.31%-563.8pp | 418.27%-409.8pp |
| Employer contribution / active EE | $16,667 | $5,245+217.7% | $4,815+246.1% | $4,741+251.5% |
| Participant deferral / active EE | $41,600 | $7,801+433.3% | $7,448+458.6% | $6,401+549.9% |
| Admin fee / account holder | $49,759 | $11,568+330.1% | $10,007+397.2% | $11,429+335.4% |