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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 | $3,215,528 | $169,356+1798.7% | $129,406+2384.8% | $145,897+2104.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.48% | 14418.62%-14408.1pp | 9468.18%-9457.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $57,500 | $5,542+937.5% | $4,155+1283.8% | $4,663+1133.2% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,689+128.0% |
| Admin fee / account holder | $10,448 | $9,915+5.4% | $7,689+35.9% | $13,390-22.0% |