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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 | $1,680,884 | $209,874+700.9% | $189,537+786.8% | $167,536+903.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.67% | 748.61%-721.9pp | 555.34%-528.7pp | 478.82%-452.1pp |
| Employer contribution / active EE | $12,108 | $6,913+75.1% | $6,161+96.5% | $4,839+150.2% |
| Participant deferral / active EE | $9,040 | $8,934+1.2% | $8,220+10.0% | $6,342+42.5% |
| Admin fee / account holder | $140,392 | $14,299+881.8% | $12,048+1065.2% | $12,315+1040.0% |