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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 | $1,391,350 | $202,342+587.6% | $172,753+705.4% | $152,909+809.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.72% | 1029.88%-1014.2pp | 803.00%-787.3pp | 345.46%-329.7pp |
| Employer contribution / active EE | $30,955 | $5,857+428.5% | $5,144+501.8% | $4,764+549.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $63,606 | $17,112+271.7% | $13,956+355.8% | $11,601+448.3% |