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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 | $1,693,734 | $202,342+737.1% | $172,753+880.4% | $152,909+1007.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.09% | 1029.88%-1004.8pp | 803.00%-777.9pp | 345.46%-320.4pp |
| Employer contribution / active EE | $28,000 | $5,857+378.0% | $5,144+444.3% | $4,764+487.8% |
| Participant deferral / active EE | $6,124 | $5,948+2.9% | $5,198+17.8% | $5,851+4.7% |
| Admin fee / account holder | $3,013 | $17,112-82.4% | $13,956-78.4% | $11,601-74.0% |