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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 | $1,112,090 | $101,672+993.8% | $147,117+655.9% | $74,478+1393.2% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 14.02% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $12,388 | $3,813+224.9% | $4,932+151.2% | $2,626+371.7% |
| Participant deferral / active EE | $26,040 | $7,305+256.5% | $8,065+222.9% | $4,350+498.6% |
| Admin fee / account holder | $35,910 | $1,753+1948.3% | $12,993+176.4% | $1,946+1745.5% |