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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 | $1,003,016 | $169,237+492.7% | $129,339+675.5% | $145,978+587.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.22% | 14364.43%-14353.2pp | 9437.05%-9425.8pp | 550.52%-539.3pp |
| Employer contribution / active EE | $32,920 | $5,540+494.2% | $4,154+692.5% | $4,662+606.2% |
| Participant deferral / active EE | $21,555 | $4,991+331.9% | $4,170+416.9% | $6,690+222.2% |
| Admin fee / account holder | $5,550 | $9,882-43.8% | $7,668-27.6% | $13,400-58.6% |