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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 | $1,072,667 | $150,447+613.0% | $136,298+687.0% | $147,586+626.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.63% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $22,654 | $5,256+331.0% | $4,696+382.4% | $4,876+364.6% |
| Participant deferral / active EE | $14,691 | $6,631+121.6% | $6,247+135.2% | $5,439+170.1% |
| Admin fee / account holder | $18,946 | $10,906+73.7% | $9,244+105.0% | $10,886+74.0% |