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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 | $1,081,475 | $202,342+434.5% | $172,752+526.0% | $152,897+607.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 742.88% | 1029.83%-286.9pp | 802.97%-60.1pp | 345.43%+397.5pp |
| Employer contribution / active EE | $14,787 | $5,858+152.4% | $5,144+187.5% | $4,764+210.4% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $2,215 | $17,111-87.1% | $13,955-84.1% | $11,599-80.9% |