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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 | $7,647,068 | $150,346+4986.3% | $120,524+6244.9% | $145,877+5142.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.12% | 154.40%-141.3pp | 107.36%-94.2pp | 551.28%-538.2pp |
| Employer contribution / active EE | $13,500 | $4,353+210.1% | $3,469+289.2% | $4,663+189.5% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $7,088 | $12,215-42.0% | $9,440-24.9% | $13,402-47.1% |