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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 | $1,350,409 | $202,342+567.4% | $172,752+681.7% | $152,897+783.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.53% | 1029.83%-1016.3pp | 802.97%-789.4pp | 345.43%-331.9pp |
| Employer contribution / active EE | $46,666 | $5,858+696.7% | $5,144+807.2% | $4,764+879.7% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $32,209 | $17,111+88.2% | $13,955+130.8% | $11,599+177.7% |