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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 | $1,539,342 | $175,231+778.5% | $149,696+928.3% | $139,466+1003.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 59.48% | 166.77%-107.3pp | 134.46%-75.0pp | 373.66%-314.2pp |
| Employer contribution / active EE | $61,000 | $5,478+1013.5% | $4,821+1165.4% | $4,754+1183.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $28,194 | $16,155+74.5% | $13,212+113.4% | $11,409+147.1% |