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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 | $4,547,740 | $165,361+2650.2% | $149,715+2937.6% | $158,950+2761.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 69.92% | 348.24%-278.3pp | 276.66%-206.7pp | 302.91%-233.0pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,762+687.5% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,842+280.0% | $5,983+334.6% |
| Admin fee / account holder | $4,493 | $10,808-58.4% | $9,310-51.7% | $11,248-60.1% |