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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 | $1,539,618 | $175,257+778.5% | $149,717+928.4% | $139,456+1004.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.78% | 166.70%-141.9pp | 134.41%-109.6pp | 373.45%-348.7pp |
| Employer contribution / active EE | $37,286 | $5,477+580.8% | $4,820+673.6% | $4,753+684.5% |
| Participant deferral / active EE | $23,909 | $6,521+266.7% | $5,682+320.8% | $6,711+256.3% |
| Admin fee / account holder | $3,685 | $16,156-77.2% | $13,213-72.1% | $11,407-67.7% |