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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 | $1,390,906 | $183,978+656.0% | $162,171+757.7% | $152,885+809.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 50.84% | 150.78%-99.9pp | 115.60%-64.8pp | 345.39%-294.6pp |
| Employer contribution / active EE | $17,028 | $6,370+167.3% | $5,613+203.4% | $4,763+257.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,074 | $13,122+53.0% | $10,843+85.1% | $11,598+73.1% |