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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 | $1,043,350 | $150,447+593.5% | $136,298+665.5% | $147,586+606.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.45% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $35,236 | $5,256+570.3% | $4,696+650.4% | $4,876+622.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,146 | $10,906-89.5% | $9,244-87.6% | $10,886-89.5% |