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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 | $1,145,637 | $202,342+466.2% | $172,753+563.2% | $152,909+649.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.64% | 1029.88%-1009.2pp | 803.00%-782.4pp | 345.46%-324.8pp |
| Employer contribution / active EE | $27,009 | $5,857+361.1% | $5,144+425.1% | $4,764+467.0% |
| Participant deferral / active EE | $18,800 | $5,948+216.1% | $5,198+261.7% | $5,851+221.3% |
| Admin fee / account holder | $3,885 | $17,112-77.3% | $13,956-72.2% | $11,601-66.5% |