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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 | $1,734,921 | $169,161+925.6% | $129,295+1241.8% | $145,959+1088.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.87% | 14348.07%-14339.2pp | 9429.28%-9420.4pp | 561.95%-553.1pp |
| Employer contribution / active EE | $69,000 | $5,543+1144.8% | $4,157+1559.8% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,663 | $9,878+58.6% | $7,665+104.3% | $13,398+16.9% |