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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 | $4,632,859 | $217,432+2030.7% | $185,849+2392.8% | $167,536+2665.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 48.45% | 148.42%-100.0pp | 122.10%-73.6pp | 478.82%-430.4pp |
| Employer contribution / active EE | $20,753 | $5,875+253.3% | $5,169+301.5% | $4,839+328.9% |
| Participant deferral / active EE | $17,875 | $6,357+181.2% | $5,569+221.0% | $6,342+181.8% |
| Admin fee / account holder | $1,667 | $19,818-91.6% | $16,244-89.7% | $12,315-86.5% |