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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 | $1,253,400 | $185,883+574.3% | $170,043+637.1% | $139,466+798.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.02% | 60.54%-43.5pp | 53.40%-36.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $13,909 | $7,596+83.1% | $6,790+104.8% | $4,754+192.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $56,669 | $15,393+268.1% | $12,824+341.9% | $11,409+396.7% |