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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 | $1,713,028 | $198,461+763.2% | $170,436+905.1% | $147,585+1060.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.63% | 257.30%-247.7pp | 205.94%-196.3pp | 578.57%-568.9pp |
| Employer contribution / active EE | $44,074 | $6,184+612.8% | $5,433+711.3% | $4,876+803.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $54,163 | $16,852+221.4% | $13,880+290.2% | $10,885+397.6% |