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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 | $225,673+1983.2% | $203,872+2205.9% | $155,188+2929.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.22% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $27,346 | $4,099+567.2% | $3,757+627.8% | $4,248+543.8% |
| Participant deferral / active EE | $28,500 | $6,893+313.5% | $6,388+346.2% | $6,531+336.4% |
| Admin fee / account holder | $75,150 | $12,327+509.6% | $11,730+540.6% | $14,480+419.0% |