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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 | $1,054,874 | $180,749+483.6% | $160,784+556.1% | $137,256+668.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 49.22% | 2234.46%-2185.2pp | 1803.92%-1754.7pp | 220.34%-171.1pp |
| Employer contribution / active EE | $14,473 | $4,155+248.3% | $3,733+287.7% | $4,156+248.2% |
| Participant deferral / active EE | $7,750 | $6,844+13.2% | $6,293+23.2% | $6,407+21.0% |
| Admin fee / account holder | $2,927 | $10,397-71.8% | $9,717-69.9% | $12,270-76.1% |