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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 | $150,412+4984.1% | $120,574+6242.2% | $145,884+5141.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.12% | 154.50%-141.4pp | 107.42%-94.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $13,500 | $4,355+210.0% | $3,471+289.0% | $4,662+189.6% |
| Participant deferral / active EE | $30,500 | $6,175+393.9% | $4,996+510.5% | $6,690+355.9% |
| Admin fee / account holder | $7,088 | $12,224-42.0% | $9,445-25.0% | $13,392-47.1% |