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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 | $1,408,856 | $72,426+1845.2% | $67,560+1985.3% | $145,897+865.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.80% | 7226.78%-7209.0pp | 3533.50%-3515.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $4,877 | $3,074+58.6% | $2,737+78.2% | $4,663+4.6% |
| Participant deferral / active EE | $17,330 | $4,785+262.2% | $4,004+332.8% | $6,689+159.1% |
| Admin fee / account holder | $56,011 | $5,514+915.8% | $3,994+1302.4% | $13,390+318.3% |