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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 | $1,322,370 | $209,425+531.4% | $178,499+640.8% | $158,966+731.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.63% | 188.80%-147.2pp | 151.10%-109.5pp | 302.95%-261.3pp |
| Employer contribution / active EE | $25,529 | $5,707+347.3% | $5,011+409.4% | $4,762+436.1% |
| Participant deferral / active EE | $15,167 | $5,955+154.7% | $5,202+191.5% | $5,983+153.5% |
| Admin fee / account holder | $89,362 | $17,078+423.2% | $13,986+538.9% | $11,250+694.3% |