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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 | $1,575,186 | $171,867+816.5% | $149,716+952.1% | $147,585+967.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.04% | 2113.36%-2102.3pp | 1501.67%-1490.6pp | 578.58%-567.5pp |
| Employer contribution / active EE | $20,000 | $6,275+218.7% | $5,444+267.4% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,558 | $13,799+20.0% | $11,282+46.8% | $10,886+52.1% |