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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 | $1,700,123 | $159,934+963.0% | $147,005+1056.5% | $145,959+1064.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.28% | 98.24%-76.0pp | 418.76%-396.5pp | 561.95%-539.7pp |
| Employer contribution / active EE | $29,421 | $5,287+456.4% | $4,934+496.3% | $4,661+531.2% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,849 | $15,053+78.4% | $13,006+106.4% | $13,398+100.4% |