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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 | $1,126,960 | $201,259+460.0% | $184,200+511.8% | $145,959+672.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 233.46% | 28.98%+204.5pp | 28.80%+204.7pp | 561.95%-328.5pp |
| Employer contribution / active EE | $34,106 | $7,018+386.0% | $6,424+430.9% | $4,661+631.8% |
| Participant deferral / active EE | $17,220 | $9,806+75.6% | $9,132+88.6% | $6,689+157.4% |
| Admin fee / account holder | $5,387 | $16,372-67.1% | $13,907-61.3% | $13,398-59.8% |