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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 | $1,526,393 | $202,342+654.4% | $172,753+783.6% | $152,909+898.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.51% | 1029.88%-1012.4pp | 803.00%-785.5pp | 345.46%-328.0pp |
| Employer contribution / active EE | $37,000 | $5,857+531.7% | $5,144+619.3% | $4,764+676.7% |
| Participant deferral / active EE | $24,000 | $5,948+303.5% | $5,198+361.7% | $5,851+310.2% |
| Admin fee / account holder | $23,694 | $17,112+38.5% | $13,956+69.8% | $11,601+104.2% |