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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 | $1,720,699 | $160,040+975.2% | $147,096+1069.8% | $145,877+1079.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 228.74% | 98.49%+130.2pp | 419.75%-191.0pp | 551.28%-322.5pp |
| Employer contribution / active EE | $6,736 | $5,289+27.3% | $4,936+36.5% | $4,663+44.4% |
| Participant deferral / active EE | $12,597 | $8,429+49.4% | $8,071+56.1% | $6,691+88.3% |
| Admin fee / account holder | $410,628 | $15,050+2628.4% | $13,005+3057.4% | $13,402+2963.9% |