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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 | $1,416,676 | $202,342+600.1% | $172,752+720.1% | $152,897+826.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.92% | 1029.83%-1015.9pp | 802.97%-789.1pp | 345.43%-331.5pp |
| Employer contribution / active EE | $6,500 | $5,858+11.0% | $5,144+26.4% | $4,764+36.5% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $10,006 | $17,111-41.5% | $13,955-28.3% | $11,599-13.7% |