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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 | $1,488,644 | $132,634+1022.4% | $115,768+1185.9% | $137,256+984.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.96% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $30,401 | $3,360+804.9% | $2,940+934.1% | $4,156+631.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,206 | $15,028+47.8% | $12,439+78.5% | $12,270+81.0% |