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 | $4,158,224 | $175,269+2272.5% | $149,740+2677.0% | $139,500+2880.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.75% | 166.87%-144.1pp | 134.51%-111.8pp | 373.99%-351.2pp |
| Employer contribution / active EE | $30,076 | $5,478+449.0% | $4,821+523.8% | $4,755+532.5% |
| Participant deferral / active EE | $25,500 | $6,522+291.0% | $5,683+348.7% | $6,713+279.9% |
| Admin fee / account holder | $444,640 | $16,167+2650.4% | $13,222+3262.8% | $11,410+3796.8% |