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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 | $1,028,934 | $176,688+482.3% | $130,660+687.5% | $152,897+573.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.40% | 2693.08%-2672.7pp | 1709.29%-1688.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $13,000 | $5,743+126.4% | $4,092+217.7% | $4,764+172.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,663 | $7,131-34.6% | $5,463-14.6% | $11,599-59.8% |