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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 | $1,691,108 | $169,336+898.7% | $129,384+1207.0% | $145,884+1059.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.21% | 14408.70%-14382.5pp | 9461.77%-9435.6pp | 551.85%-525.6pp |
| Employer contribution / active EE | $10,848 | $5,540+95.8% | $4,153+161.2% | $4,662+132.7% |
| Participant deferral / active EE | $2,600 | $4,985-47.8% | $4,166-37.6% | $6,690-61.1% |
| Admin fee / account holder | $24,402 | $9,912+146.2% | $7,686+217.5% | $13,392+82.2% |