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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 | $1,296,903 | $202,342+540.9% | $172,753+650.7% | $152,909+748.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.17% | 1029.88%-1007.7pp | 803.00%-780.8pp | 345.46%-323.3pp |
| Employer contribution / active EE | $56,000 | $5,857+856.1% | $5,144+988.7% | $4,764+1075.5% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,851-48.7% |
| Admin fee / account holder | $10,502 | $17,112-38.6% | $13,956-24.7% | $11,601-9.5% |