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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 | $4,799,753 | $202,342+2272.1% | $172,753+2678.4% | $152,909+3039.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.26% | 1029.88%-1016.6pp | 803.00%-789.7pp | 345.46%-332.2pp |
| Employer contribution / active EE | $22,128 | $5,857+277.8% | $5,144+330.2% | $4,764+364.5% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $14,779 | $17,112-13.6% | $13,956+5.9% | $11,601+27.4% |