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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 | $1,064,389 | $202,342+426.0% | $172,753+516.1% | $152,909+596.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 21.81% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $13,979 | $5,857+138.7% | $5,144+171.8% | $4,764+193.4% |
| Participant deferral / active EE | $13,700 | $5,948+130.3% | $5,198+163.6% | $5,851+134.1% |
| Admin fee / account holder | $86,147 | $17,112+403.4% | $13,956+517.3% | $11,601+642.6% |