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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 | $1,371,316 | $202,342+577.7% | $172,753+693.8% | $152,909+796.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.12% | 1029.88%-1005.8pp | 803.00%-778.9pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,710 | $5,857-53.7% | $5,144-47.3% | $4,764-43.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $82,668 | $17,112+383.1% | $13,956+492.4% | $11,601+612.6% |