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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 | $1,966,680 | $180,749+988.1% | $160,784+1123.2% | $137,256+1332.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.64% | 2234.46%-2220.8pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,000 | $4,155-75.9% | $3,733-73.2% | $4,156-75.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $460,478 | $10,397+4329.0% | $9,717+4638.9% | $12,270+3652.8% |