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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 | $1,060,695 | $169,161+527.0% | $129,295+720.4% | $145,959+626.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 36.04% | 14348.07%-14312.0pp | 9429.28%-9393.2pp | 561.95%-525.9pp |
| Employer contribution / active EE | $33,167 | $5,543+498.3% | $4,157+697.8% | $4,661+611.6% |
| Participant deferral / active EE | $28,000 | $4,989+461.2% | $4,169+571.6% | $6,689+318.6% |
| Admin fee / account holder | $28,858 | $9,878+192.1% | $7,665+276.5% | $13,398+115.4% |