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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 | $1,048,110 | $165,399+533.7% | $149,745+599.9% | $158,982+559.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 319.08% | 348.34%-29.3pp | 276.72%+42.4pp | 302.99%+16.1pp |
| Employer contribution / active EE | $9,699 | $5,105+90.0% | $4,646+108.8% | $4,763+103.6% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $89,147 | $10,811+724.6% | $9,312+857.4% | $11,252+692.3% |