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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 | $5,061,208 | $183,988+2650.8% | $162,177+3020.8% | $152,897+3210.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.80% | 150.79%-131.0pp | 115.60%-95.8pp | 345.43%-325.6pp |
| Employer contribution / active EE | $18,750 | $6,370+194.4% | $5,613+234.0% | $4,764+293.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,548 | $13,123+64.2% | $10,843+98.7% | $11,599+85.8% |