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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 | $5,583,951 | $174,379+3102.2% | $152,093+3571.4% | $138,895+3920.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 122.60% | 74.86%+47.7pp | 66.36%+56.2pp | 145.39%-22.8pp |
| Employer contribution / active EE | $69,645 | $4,652+1397.1% | $4,175+1568.2% | $4,194+1560.5% |
| Participant deferral / active EE | $3,750 | $6,159-39.1% | $5,451-31.2% | $6,396-41.4% |
| Admin fee / account holder | $4,521 | $16,880-73.2% | $14,497-68.8% | $12,562-64.0% |