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 | $1,768,995 | $175,269+909.3% | $149,740+1081.4% | $139,500+1168.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 166.87%-149.3pp | 134.51%-117.0pp | 373.99%-356.4pp |
| Employer contribution / active EE | $36,687 | $5,478+569.7% | $4,821+661.0% | $4,755+671.5% |
| Participant deferral / active EE | $18,290 | $6,522+180.4% | $5,683+221.8% | $6,713+172.5% |
| Admin fee / account holder | $93,925 | $16,167+481.0% | $13,222+610.4% | $11,410+723.2% |