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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 | $1,011,056 | $176,105+474.1% | $159,474+534.0% | $167,536+503.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.76% | 331.91%-290.1pp | 263.68%-221.9pp | 478.82%-437.1pp |
| Employer contribution / active EE | $35,046 | $5,299+561.4% | $4,831+625.5% | $4,839+624.2% |
| Participant deferral / active EE | $11,666 | $7,751+50.5% | $7,353+58.7% | $6,342+83.9% |
| Admin fee / account holder | $79,102 | $12,559+529.8% | $10,802+632.3% | $12,315+542.3% |