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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 | $1,746,711 | $202,342+763.2% | $172,752+911.1% | $152,897+1042.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.27% | 1029.83%-1012.6pp | 802.97%-785.7pp | 345.43%-328.2pp |
| Employer contribution / active EE | $37,000 | $5,858+531.6% | $5,144+619.3% | $4,764+676.7% |
| Participant deferral / active EE | $21,500 | $5,948+261.5% | $5,198+313.6% | $5,851+267.5% |
| Admin fee / account holder | $121,895 | $17,111+612.4% | $13,955+773.5% | $11,599+950.9% |