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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 | $1,397,959 | $202,342+590.9% | $172,753+709.2% | $152,909+814.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.80% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $12,549 | $5,857+114.2% | $5,144+144.0% | $4,764+163.4% |
| Participant deferral / active EE | $22,728 | $5,948+282.1% | $5,198+337.3% | $5,851+288.4% |
| Admin fee / account holder | $11,722 | $17,112-31.5% | $13,956-16.0% | $11,601+1.0% |