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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 | $4,540,147 | $150,445+2917.8% | $136,297+3231.1% | $147,585+2976.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.59% | 1049.14%-1033.5pp | 5156.16%-5140.6pp | 578.57%-563.0pp |
| Employer contribution / active EE | $25,697 | $5,256+388.9% | $4,696+447.3% | $4,876+427.0% |
| Participant deferral / active EE | $16,000 | $6,631+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $35,200 | $10,906+222.8% | $9,244+280.8% | $10,885+223.4% |