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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 | $1,176,566 | $176,688+565.9% | $130,660+800.5% | $152,909+669.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 18.07% | 2693.08%-2675.0pp | 1709.29%-1691.2pp | 345.46%-327.4pp |
| Employer contribution / active EE | $22,852 | $5,743+297.9% | $4,092+458.4% | $4,764+379.7% |
| Participant deferral / active EE | $21,000 | $4,362+381.4% | $3,603+482.8% | $5,851+258.9% |
| Admin fee / account holder | $6,372 | $7,131-10.6% | $5,463+16.6% | $11,601-45.1% |