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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 | $1,562,974 | $160,028+876.7% | $147,080+962.7% | $145,884+971.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.45% | 98.60%-66.1pp | 420.17%-387.7pp | 551.85%-519.4pp |
| Employer contribution / active EE | $25,196 | $5,286+376.7% | $4,933+410.7% | $4,662+440.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,559 | $15,030-89.6% | $12,989-88.0% | $13,392-88.4% |