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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 | $1,104,941 | $202,342+446.1% | $172,753+539.6% | $152,909+622.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 50.75% | 1029.88%-979.1pp | 803.00%-752.3pp | 345.46%-294.7pp |
| Employer contribution / active EE | $6,517 | $5,857+11.3% | $5,144+26.7% | $4,764+36.8% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $33,458 | $17,112+95.5% | $13,956+139.8% | $11,601+188.4% |