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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 | $72,396+1846.0% | $67,511+1986.9% | $145,959+865.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.80% | 7194.07%-7176.3pp | 3517.41%-3499.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $4,877 | $3,071+58.8% | $2,733+78.5% | $4,661+4.6% |
| Participant deferral / active EE | $17,330 | $4,781+262.4% | $4,000+333.2% | $6,689+159.1% |
| Admin fee / account holder | $56,011 | $5,538+911.3% | $3,999+1300.7% | $13,398+318.1% |