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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 | $169,161+1800.9% | $129,295+2387.0% | $145,959+2103.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.48% | 14348.07%-14337.6pp | 9429.28%-9418.8pp | 561.95%-551.5pp |
| Employer contribution / active EE | $57,500 | $5,543+937.3% | $4,157+1283.2% | $4,661+1133.7% |
| Participant deferral / active EE | $15,250 | $4,989+205.6% | $4,169+265.8% | $6,689+128.0% |
| Admin fee / account holder | $10,448 | $9,878+5.8% | $7,665+36.3% | $13,398-22.0% |