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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 | $160,040+923.1% | $147,096+1013.1% | $145,877+1022.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.73% | 98.49%-76.8pp | 419.75%-398.0pp | 551.28%-529.6pp |
| Employer contribution / active EE | $35,575 | $5,289+572.6% | $4,936+620.7% | $4,663+662.9% |
| Participant deferral / active EE | $30,250 | $8,429+258.9% | $8,071+274.8% | $6,691+352.1% |
| Admin fee / account holder | $36,220 | $15,050+140.7% | $13,005+178.5% | $13,402+170.3% |