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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 | $289,211+1525.5% | $260,467+1704.9% | $198,609+2267.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.22% | 112.90%-96.7pp | 100.60%-84.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $27,346 | $4,663+486.4% | $4,239+545.2% | $5,055+440.9% |
| Participant deferral / active EE | $28,500 | $6,812+318.4% | $6,319+351.0% | $6,977+308.5% |
| Admin fee / account holder | $75,150 | $16,236+362.9% | $15,461+386.1% | $19,030+294.9% |