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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 | $1,414,919 | $202,342+599.3% | $172,752+719.0% | $152,897+825.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.56% | 1029.83%-1009.3pp | 802.97%-782.4pp | 345.43%-324.9pp |
| Employer contribution / active EE | $29,857 | $5,858+409.7% | $5,144+480.4% | $4,764+526.8% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,851+293.1% |
| Admin fee / account holder | $26,732 | $17,111+56.2% | $13,955+91.6% | $11,599+130.5% |