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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 | $1,638,843 | $159,934+924.7% | $147,005+1014.8% | $145,959+1022.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 73.89% | 98.24%-24.4pp | 418.76%-344.9pp | 561.95%-488.1pp |
| Employer contribution / active EE | $47,653 | $5,287+801.3% | $4,934+865.8% | $4,661+922.4% |
| Participant deferral / active EE | $23,847 | $8,427+183.0% | $8,070+195.5% | $6,689+256.5% |
| Admin fee / account holder | $10,791 | $15,053-28.3% | $13,006-17.0% | $13,398-19.5% |