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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 | $1,842,389 | $180,749+919.3% | $160,784+1045.9% | $137,256+1242.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.16% | 2234.46%-2220.3pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $17,987 | $4,155+332.9% | $3,733+381.9% | $4,156+332.8% |
| Participant deferral / active EE | $17,283 | $6,844+152.5% | $6,293+174.6% | $6,407+169.8% |
| Admin fee / account holder | $1,147 | $10,397-89.0% | $9,717-88.2% | $12,270-90.7% |