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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 | $1,006,803 | $160,059+529.0% | $140,019+619.0% | $135,380+643.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.87% | 911.48%-901.6pp | 651.17%-641.3pp | 519.81%-509.9pp |
| Employer contribution / active EE | $7,693 | $6,420+19.8% | $5,605+37.2% | $4,779+61.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $46,046 | $13,328+245.5% | $10,705+330.1% | $10,828+325.2% |