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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 | $1,568,501 | $169,336+826.3% | $129,384+1112.3% | $145,884+975.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 53.97% | 14408.70%-14354.7pp | 9461.77%-9407.8pp | 551.85%-497.9pp |
| Employer contribution / active EE | $39,115 | $5,540+606.1% | $4,153+841.8% | $4,662+739.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,465 | $9,912-34.8% | $7,686-15.9% | $13,392-51.7% |