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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 | $1,294,800 | $209,888+516.9% | $189,545+583.1% | $167,553+672.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.99% | 748.66%-727.7pp | 555.36%-534.4pp | 478.89%-457.9pp |
| Employer contribution / active EE | $16,377 | $6,915+136.8% | $6,162+165.8% | $4,840+238.4% |
| Participant deferral / active EE | $13,129 | $8,934+46.9% | $8,220+59.7% | $6,343+107.0% |
| Admin fee / account holder | $15,584 | $14,300+9.0% | $12,049+29.3% | $12,316+26.5% |