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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 | $1,704,014 | $160,070+964.5% | $147,117+1058.3% | $145,897+1068.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.00% | 98.69%-88.7pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $12,772 | $5,285+141.7% | $4,932+158.9% | $4,663+173.9% |
| Participant deferral / active EE | $15,850 | $8,419+88.3% | $8,065+96.5% | $6,689+136.9% |
| Admin fee / account holder | $67,226 | $15,035+347.1% | $12,993+417.4% | $13,390+402.0% |