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 | $1,552,323 | $202,348+667.2% | $172,757+798.6% | $152,914+915.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.58% | 1029.95%-992.4pp | 803.06%-765.5pp | 345.48%-307.9pp |
| Employer contribution / active EE | $28,681 | $5,858+389.6% | $5,144+457.5% | $4,764+502.0% |
| Participant deferral / active EE | $13,691 | $5,948+130.2% | $5,198+163.4% | $5,852+134.0% |
| Admin fee / account holder | $1,817 | $17,113-89.4% | $13,956-87.0% | $11,601-84.3% |