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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 | $1,288,350 | $165,399+678.9% | $149,745+760.4% | $158,982+710.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1180.29% | 348.34%+832.0pp | 276.72%+903.6pp | 302.99%+877.3pp |
| Employer contribution / active EE | $19,311 | $5,105+278.3% | $4,646+315.7% | $4,763+305.4% |
| Participant deferral / active EE | $13,639 | $7,183+89.9% | $6,843+99.3% | $5,983+127.9% |
| Admin fee / account holder | $7,875 | $10,811-27.2% | $9,312-15.4% | $11,252-30.0% |