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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 | $1,041,912 | $160,028+551.1% | $147,080+608.4% | $145,884+614.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 233.66% | 98.60%+135.1pp | 420.17%-186.5pp | 551.85%-318.2pp |
| Employer contribution / active EE | $32,750 | $5,286+519.6% | $4,933+563.9% | $4,662+602.4% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $15,309 | $15,030+1.9% | $12,989+17.9% | $13,392+14.3% |