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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 | $1,137,684 | $202,342+462.3% | $172,752+558.6% | $152,897+644.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 81.69% | 1029.83%-948.1pp | 802.97%-721.3pp | 345.43%-263.7pp |
| Employer contribution / active EE | $7,813 | $5,858+33.4% | $5,144+51.9% | $4,764+64.0% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $48,333 | $17,111+182.5% | $13,955+246.4% | $11,599+316.7% |