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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 | $1,233,898 | $202,342+509.8% | $172,753+614.3% | $152,909+706.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.15% | 1029.88%-1008.7pp | 803.00%-781.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $26,253 | $5,857+348.2% | $5,144+410.4% | $4,764+451.1% |
| Participant deferral / active EE | $10,488 | $5,948+76.3% | $5,198+101.8% | $5,851+79.2% |
| Admin fee / account holder | $205,112 | $17,112+1098.7% | $13,956+1369.8% | $11,601+1668.1% |