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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 | $1,155,594 | $202,342+471.1% | $172,753+568.9% | $152,909+655.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.48% | 1029.88%-1006.4pp | 803.00%-779.5pp | 345.46%-322.0pp |
| Employer contribution / active EE | $12,693 | $5,857+116.7% | $5,144+146.8% | $4,764+166.4% |
| Participant deferral / active EE | $17,250 | $5,948+190.0% | $5,198+231.9% | $5,851+194.8% |
| Admin fee / account holder | $15,299 | $17,112-10.6% | $13,956+9.6% | $11,601+31.9% |