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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 | $1,395,156 | $169,361+723.8% | $129,397+978.2% | $145,877+856.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 14395.54%-14384.1pp | 9453.98%-9442.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,085 | $5,542-80.4% | $4,154-73.9% | $4,663-76.7% |
| Participant deferral / active EE | $17,151 | $4,987+243.9% | $4,167+311.6% | $6,691+156.3% |
| Admin fee / account holder | $145,554 | $9,903+1369.8% | $7,679+1795.5% | $13,402+986.1% |