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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 | $1,199,757 | $175,231+584.7% | $149,696+701.5% | $139,466+760.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 166.77%-151.5pp | 134.46%-119.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $62,813 | $5,478+1046.6% | $4,821+1203.0% | $4,754+1221.3% |
| Participant deferral / active EE | $9,000 | $6,521+38.0% | $5,682+58.4% | $6,712+34.1% |
| Admin fee / account holder | $47,477 | $16,155+193.9% | $13,212+259.4% | $11,409+316.2% |