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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 | $1,250,661 | $202,342+518.1% | $172,752+624.0% | $152,897+718.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.45% | 1029.83%-1009.4pp | 802.97%-782.5pp | 345.43%-325.0pp |
| Employer contribution / active EE | $36,958 | $5,858+530.9% | $5,144+618.5% | $4,764+675.9% |
| Participant deferral / active EE | $28,198 | $5,948+374.1% | $5,198+442.5% | $5,851+381.9% |
| Admin fee / account holder | $18,473 | $17,111+8.0% | $13,955+32.4% | $11,599+59.3% |