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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 | $169,361+526.3% | $129,397+719.7% | $145,877+627.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 36.04% | 14395.54%-14359.5pp | 9453.98%-9417.9pp | 551.28%-515.2pp |
| Employer contribution / active EE | $33,167 | $5,542+498.5% | $4,154+698.4% | $4,663+611.3% |
| Participant deferral / active EE | $28,000 | $4,987+461.4% | $4,167+571.9% | $6,691+318.5% |
| Admin fee / account holder | $28,858 | $9,903+191.4% | $7,679+275.8% | $13,402+115.3% |