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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 | $1,284,860 | $184,000+598.3% | $162,185+692.2% | $152,909+740.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.67% | 150.80%-130.1pp | 115.61%-94.9pp | 345.46%-324.8pp |
| Employer contribution / active EE | $56,000 | $6,370+779.1% | $5,613+897.6% | $4,764+1075.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,821 | $13,124-25.2% | $10,844-9.4% | $11,601-15.3% |