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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 | $1,184,992 | $108,701+990.1% | $74,723+1485.9% | $152,909+675.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.92% | 114.12%-94.2pp | 753.18%-733.3pp | 345.46%-325.5pp |
| Employer contribution / active EE | $13,333 | $1,504+786.4% | $1,084+1129.8% | $4,764+179.9% |
| Participant deferral / active EE | $23,000 | $2,709+749.1% | $1,962+1072.6% | $5,851+293.1% |
| Admin fee / account holder | $27,368 | $4,906+457.8% | $3,335+720.7% | $11,601+135.9% |