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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 | $1,364,179 | $169,361+705.5% | $129,397+954.3% | $145,877+835.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.71% | 14395.54%-14384.8pp | 9453.98%-9443.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $23,909 | $5,542+331.4% | $4,154+475.5% | $4,663+412.7% |
| Participant deferral / active EE | $27,951 | $4,987+460.4% | $4,167+570.7% | $6,691+317.8% |
| Admin fee / account holder | $104,194 | $9,903+952.2% | $7,679+1256.9% | $13,402+677.4% |