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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 | $1,237,742 | $175,231+606.4% | $149,696+726.8% | $139,466+787.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.19% | 166.77%-120.6pp | 134.46%-88.3pp | 373.66%-327.5pp |
| Employer contribution / active EE | $32,606 | $5,478+495.2% | $4,821+576.4% | $4,754+585.9% |
| Participant deferral / active EE | $18,750 | $6,521+187.5% | $5,682+230.0% | $6,712+179.4% |
| Admin fee / account holder | $10,300 | $16,155-36.2% | $13,212-22.0% | $11,409-9.7% |