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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 | $1,702,966 | $91,179+1767.7% | $178,499+854.1% | $79,852+2032.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 96.44% | 24.19%+72.2pp | 151.10%-54.7pp | 31.72%+64.7pp |
| Employer contribution / active EE | $17,263 | $3,256+430.2% | $5,011+244.5% | $2,471+598.6% |
| Participant deferral / active EE | $10,041 | $3,236+210.3% | $5,202+93.0% | $3,740+168.4% |
| Admin fee / account holder | $75,515 | $6,749+1019.0% | $13,986+439.9% | $5,306+1323.1% |