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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 | $1,415,002 | $202,342+599.3% | $172,752+719.1% | $152,897+825.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.78% | 1029.83%-992.0pp | 802.97%-765.2pp | 345.43%-307.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,990 | $5,948-16.1% | $5,198-4.0% | $5,851-14.7% |
| Admin fee / account holder | $32,569 | $17,111+90.3% | $13,955+133.4% | $11,599+180.8% |