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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 | $1,701,839 | $166,020+925.1% | $164,866+932.3% | $145,959+1066.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 330.62% | 100.08%+230.5pp | 69.97%+260.6pp | 561.95%-231.3pp |
| Employer contribution / active EE | $24,851 | $5,275+371.1% | $4,343+472.3% | $4,661+433.2% |
| Participant deferral / active EE | $14,200 | $6,961+104.0% | $6,033+135.4% | $6,689+112.3% |
| Admin fee / account holder | $46,288 | $16,644+178.1% | $12,689+264.8% | $13,398+245.5% |