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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 | $1,218,399 | $202,460+501.8% | $169,385+619.3% | $139,456+773.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 532.07%-521.6pp | 405.82%-395.3pp | 373.45%-363.0pp |
| Employer contribution / active EE | $43,500 | $4,691+827.3% | $4,012+984.3% | $4,753+815.3% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.3% | $6,711+347.0% |
| Admin fee / account holder | $9,821 | $10,719-8.4% | $9,011+9.0% | $11,407-13.9% |