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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 | $1,503,203 | $198,461+657.4% | $170,436+782.0% | $147,585+918.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.43% | 257.30%-238.9pp | 205.94%-187.5pp | 578.57%-560.1pp |
| Employer contribution / active EE | $21,482 | $6,184+247.4% | $5,433+295.4% | $4,876+340.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $43,511 | $16,852+158.2% | $13,880+213.5% | $10,885+299.7% |