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 | $1,892,761 | $198,456+853.7% | $170,435+1010.6% | $147,587+1182.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.97% | 257.31%-244.3pp | 205.94%-193.0pp | 578.60%-565.6pp |
| Employer contribution / active EE | $19,371 | $6,183+213.3% | $5,432+256.6% | $4,876+297.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $154,364 | $16,852+816.0% | $13,881+1012.1% | $10,886+1318.0% |