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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 | $1,491,941 | $160,040+832.2% | $147,096+914.3% | $145,877+922.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $32,393 | $5,289+512.4% | $4,936+556.3% | $4,663+594.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $25,452 | $15,050+69.1% | $13,005+95.7% | $13,402+89.9% |