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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 | $1,287,314 | $202,342+536.2% | $172,753+645.2% | $152,909+741.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.24% | 1029.88%-1005.6pp | 803.00%-778.8pp | 345.46%-321.2pp |
| Employer contribution / active EE | $22,878 | $5,857+290.6% | $5,144+344.8% | $4,764+380.2% |
| Participant deferral / active EE | $15,690 | $5,948+163.8% | $5,198+201.9% | $5,851+168.1% |
| Admin fee / account holder | $9,131 | $17,112-46.6% | $13,956-34.6% | $11,601-21.3% |