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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 | $1,276,088 | $150,447+748.2% | $136,298+836.2% | $147,586+764.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.21% | 1049.15%-1029.9pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,696+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,023 | $10,906+56.1% | $9,244+84.2% | $10,886+56.4% |