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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 | $1,617,390 | $160,070+910.4% | $147,117+999.4% | $145,897+1008.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.07% | 98.69%-58.6pp | 420.54%-380.5pp | 552.29%-512.2pp |
| Employer contribution / active EE | $13,440 | $5,285+154.3% | $4,932+172.5% | $4,663+188.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $790 | $15,035-94.7% | $12,993-93.9% | $13,390-94.1% |