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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 | $1,633,672 | $110,629+1376.7% | $80,784+1922.3% | $167,553+875.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.73% | 120.58%-103.9pp | 87.31%-70.6pp | 478.89%-462.2pp |
| Employer contribution / active EE | $11,894 | $1,543+670.8% | $1,160+925.2% | $4,840+145.8% |
| Participant deferral / active EE | $23,833 | $2,871+730.3% | $2,145+1010.9% | $6,343+275.8% |
| Admin fee / account holder | $41,424 | $4,547+811.1% | $3,380+1125.5% | $12,316+236.3% |