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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 | $1,034,230 | $180,466+473.1% | $154,114+571.1% | $135,382+663.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.52% | 888.15%-886.6pp | 735.16%-733.6pp | 519.77%-518.2pp |
| Employer contribution / active EE | $6,398 | $6,035+6.0% | $5,298+20.8% | $4,779+33.9% |
| Participant deferral / active EE | $9,420 | $5,806+62.2% | $5,081+85.4% | $5,609+67.9% |
| Admin fee / account holder | $23,870 | $16,144+47.9% | $13,411+78.0% | $10,829+120.4% |