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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 | $1,639,164 | $175,231+835.4% | $149,696+995.0% | $139,466+1075.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.17% | 166.77%-135.6pp | 134.46%-103.3pp | 373.66%-342.5pp |
| Employer contribution / active EE | $4,242 | $5,478-22.6% | $4,821-12.0% | $4,754-10.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $52,069 | $16,155+222.3% | $13,212+294.1% | $11,409+356.4% |