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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 | $1,539,472 | $175,231+778.5% | $149,696+928.4% | $139,466+1003.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.72% | 166.77%-129.0pp | 134.46%-96.7pp | 373.66%-335.9pp |
| Employer contribution / active EE | $14,854 | $5,478+171.1% | $4,821+208.1% | $4,754+212.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $177,005 | $16,155+995.7% | $13,212+1239.7% | $11,409+1451.5% |