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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 | $5,942,423 | $176,077+3274.9% | $159,455+3626.7% | $167,518+3447.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.65% | 331.83%-300.2pp | 263.63%-232.0pp | 478.71%-447.1pp |
| Employer contribution / active EE | $38,500 | $5,298+626.7% | $4,830+697.1% | $4,838+695.7% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+310.0% |
| Admin fee / account holder | $114,498 | $12,556+811.9% | $10,800+960.1% | $12,312+829.9% |