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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 | $1,381,745 | $202,342+582.9% | $172,752+699.8% | $152,897+803.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.47% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $36,736 | $5,858+527.1% | $5,144+614.1% | $4,764+671.2% |
| Participant deferral / active EE | $22,293 | $5,948+274.8% | $5,198+328.9% | $5,851+281.0% |
| Admin fee / account holder | $1,973 | $17,111-88.5% | $13,955-85.9% | $11,599-83.0% |