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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 | $1,637,369 | $160,070+922.9% | $147,117+1013.0% | $145,897+1022.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.73% | 98.69%-77.0pp | 420.54%-398.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $35,575 | $5,285+573.2% | $4,932+621.2% | $4,663+663.0% |
| Participant deferral / active EE | $30,250 | $8,419+259.3% | $8,065+275.1% | $6,689+352.2% |
| Admin fee / account holder | $36,220 | $15,035+140.9% | $12,993+178.8% | $13,390+170.5% |