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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 | $1,568,633 | $202,326+675.3% | $172,745+808.1% | $152,870+926.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.07% | 1029.72%-1009.7pp | 802.90%-782.8pp | 345.34%-325.3pp |
| Employer contribution / active EE | $15,787 | $5,858+169.5% | $5,144+206.9% | $4,763+231.5% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,197+92.4% | $5,850+70.9% |
| Admin fee / account holder | $49,852 | $17,110+191.4% | $13,954+257.3% | $11,597+329.9% |