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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 | $1,732,681 | $209,422+727.4% | $178,503+870.7% | $158,982+989.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.85% | 188.81%-168.0pp | 151.12%-130.3pp | 302.99%-282.1pp |
| Employer contribution / active EE | $30,750 | $5,707+438.8% | $5,011+513.6% | $4,763+545.6% |
| Participant deferral / active EE | $32,696 | $5,955+449.1% | $5,202+528.5% | $5,983+446.4% |
| Admin fee / account holder | $39,514 | $17,079+131.4% | $13,987+182.5% | $11,252+251.2% |