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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 | $160,070+923.8% | $147,117+1014.0% | $145,897+1023.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 73.89% | 98.69%-24.8pp | 420.54%-346.6pp | 552.29%-478.4pp |
| Employer contribution / active EE | $47,653 | $5,285+801.7% | $4,932+866.1% | $4,663+922.0% |
| Participant deferral / active EE | $23,847 | $8,419+183.2% | $8,065+195.7% | $6,689+256.5% |
| Admin fee / account holder | $10,791 | $15,035-28.2% | $12,993-16.9% | $13,390-19.4% |