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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 | $4,853,211 | $183,516+2544.6% | $155,534+3020.3% | $145,884+3226.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.03% | 61.43%-28.4pp | 64.92%-31.9pp | 551.85%-518.8pp |
| Employer contribution / active EE | $69,000 | $5,315+1198.3% | $4,675+1376.0% | $4,662+1380.0% |
| Participant deferral / active EE | $7,500 | $6,467+16.0% | $5,630+33.2% | $6,690+12.1% |
| Admin fee / account holder | $12,500 | $19,293-35.2% | $15,900-21.4% | $13,392-6.7% |