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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 | $1,764,846 | $171,867+926.9% | $149,716+1078.8% | $147,585+1095.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.50% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.58%-565.1pp |
| Employer contribution / active EE | $15,867 | $6,275+152.9% | $5,444+191.4% | $4,876+225.4% |
| Participant deferral / active EE | $16,000 | $7,270+120.1% | $6,568+143.6% | $5,439+194.2% |
| Admin fee / account holder | $1,073 | $13,799-92.2% | $11,282-90.5% | $10,886-90.1% |