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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 | $1,344,341 | $176,077+663.5% | $159,455+743.1% | $167,518+702.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.40% | 331.83%-306.4pp | 263.63%-238.2pp | 478.71%-453.3pp |
| Employer contribution / active EE | $26,854 | $5,298+406.9% | $4,830+456.0% | $4,838+455.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,720 | $12,556+9.3% | $10,800+27.0% | $12,312+11.4% |