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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 | $1,422,272 | $138,102+929.9% | $125,381+1034.4% | $134,532+957.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.82% | 750.73%-742.9pp | 572.31%-564.5pp | 418.27%-410.4pp |
| Employer contribution / active EE | $3,500 | $5,245-33.3% | $4,815-27.3% | $4,741-26.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $45,980 | $11,568+297.5% | $10,007+359.5% | $11,429+302.3% |