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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 | $1,129,406 | $202,342+458.2% | $172,753+553.8% | $152,909+638.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.51% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-327.0pp |
| Employer contribution / active EE | $9,850 | $5,857+68.2% | $5,144+91.5% | $4,764+106.8% |
| Participant deferral / active EE | $13,300 | $5,948+123.6% | $5,198+155.9% | $5,851+127.3% |
| Admin fee / account holder | $7,605 | $17,112-55.6% | $13,956-45.5% | $11,601-34.4% |