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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 | $1,129,218 | $171,867+557.0% | $149,721+654.2% | $147,586+665.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.88% | 2113.36%-2094.5pp | 1501.67%-1482.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $21,977 | $6,275+250.3% | $5,444+303.7% | $4,876+350.7% |
| Participant deferral / active EE | $7,011 | $7,270-3.6% | $6,568+6.7% | $5,439+28.9% |
| Admin fee / account holder | $27,972 | $13,799+102.7% | $11,282+147.9% | $10,886+157.0% |