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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 | $1,315,278 | $90,489+1353.5% | $76,051+1629.5% | $145,978+801.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.69% | 622.78%-602.1pp | 360.42%-339.7pp | 550.52%-529.8pp |
| Employer contribution / active EE | $19,409 | $3,319+484.7% | $2,690+621.6% | $4,662+316.3% |
| Participant deferral / active EE | $14,359 | $5,164+178.0% | $4,257+237.3% | $6,690+114.6% |
| Admin fee / account holder | $63,710 | $8,374+660.8% | $6,416+893.0% | $13,400+375.4% |