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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 | $1,104,496 | $176,077+527.3% | $159,455+592.7% | $167,518+559.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.40% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $11,000 | $5,298+107.6% | $4,830+127.7% | $4,838+127.3% |
| Participant deferral / active EE | $4,618 | $7,751-40.4% | $7,353-37.2% | $6,342-27.2% |
| Admin fee / account holder | $109,189 | $12,556+769.6% | $10,800+911.0% | $12,312+786.8% |