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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 | $4,701,130 | $180,749+2500.9% | $160,784+2823.9% | $137,256+3325.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.22% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $27,346 | $4,155+558.1% | $3,733+632.6% | $4,156+558.0% |
| Participant deferral / active EE | $28,500 | $6,844+316.4% | $6,293+352.9% | $6,407+344.8% |
| Admin fee / account holder | $75,150 | $10,397+622.8% | $9,717+673.4% | $12,270+512.5% |