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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 | $1,093,839 | $202,342+440.6% | $172,752+533.2% | $152,897+615.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.36% | 1029.83%-1004.5pp | 802.97%-777.6pp | 345.43%-320.1pp |
| Employer contribution / active EE | $38,685 | $5,858+560.4% | $5,144+652.0% | $4,764+712.1% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.5% | $5,851+224.7% |
| Admin fee / account holder | $1,782 | $17,111-89.6% | $13,955-87.2% | $11,599-84.6% |