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 | $1,816,648 | $209,424+767.4% | $178,510+917.7% | $158,988+1042.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.88% | 188.82%-173.9pp | 151.13%-136.2pp | 303.00%-288.1pp |
| Employer contribution / active EE | $18,667 | $5,707+227.1% | $5,011+272.5% | $4,763+291.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,398 | $17,080-91.8% | $13,988-90.0% | $11,252-87.6% |