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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 | $1,015,923 | $202,342+402.1% | $172,753+488.1% | $152,909+564.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.94% | 1029.88%-1012.9pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $37,000 | $5,857+531.7% | $5,144+619.3% | $4,764+676.7% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $7,211 | $17,112-57.9% | $13,956-48.3% | $11,601-37.8% |