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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 | $1,679,554 | $160,070+949.3% | $147,117+1041.6% | $145,897+1051.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,684 | $5,285-49.2% | $4,932-45.6% | $4,663-42.4% |
| Participant deferral / active EE | $56,250 | $8,419+568.1% | $8,065+597.5% | $6,689+740.9% |
| Admin fee / account holder | $16,208 | $15,035+7.8% | $12,993+24.7% | $13,390+21.0% |