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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 | $160,028+964.8% | $147,080+1058.6% | $145,884+1068.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.00% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $12,772 | $5,286+141.6% | $4,933+158.9% | $4,662+173.9% |
| Participant deferral / active EE | $15,850 | $8,422+88.2% | $8,066+96.5% | $6,690+136.9% |
| Admin fee / account holder | $67,226 | $15,030+347.3% | $12,989+417.6% | $13,392+402.0% |