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 | $1,367,145 | $202,348+575.6% | $172,757+691.4% | $152,914+794.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.01% | 1029.95%-1010.9pp | 803.06%-784.0pp | 345.48%-326.5pp |
| Employer contribution / active EE | $34,191 | $5,858+483.7% | $5,144+564.7% | $4,764+617.7% |
| Participant deferral / active EE | $21,765 | $5,948+265.9% | $5,198+318.7% | $5,852+271.9% |
| Admin fee / account holder | $3,676 | $17,113-78.5% | $13,956-73.7% | $11,601-68.3% |