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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 | $1,605,051 | $160,028+903.0% | $147,080+991.3% | $145,884+1000.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $31,680 | $5,286+499.4% | $4,933+542.2% | $4,662+579.5% |
| Participant deferral / active EE | $20,223 | $8,422+140.1% | $8,066+150.7% | $6,690+202.3% |
| Admin fee / account holder | $11,151 | $15,030-25.8% | $12,989-14.2% | $13,392-16.7% |