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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 | $1,672,812 | $159,978+945.7% | $147,041+1037.6% | $145,978+1045.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $32,222 | $5,288+509.3% | $4,935+552.9% | $4,662+591.2% |
| Participant deferral / active EE | $21,347 | $8,429+153.3% | $8,071+164.5% | $6,690+219.1% |
| Admin fee / account holder | $37,726 | $15,053+150.6% | $13,006+190.1% | $13,400+181.5% |