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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 | $3,145,389 | $172,111+1727.5% | $150,298+1992.8% | $137,256+2191.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.94% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $67,750 | $4,636+1361.3% | $4,154+1530.9% | $4,156+1530.2% |
| Participant deferral / active EE | $6,000 | $6,166-2.7% | $5,453+10.0% | $6,407-6.3% |
| Admin fee / account holder | $91,523 | $16,471+455.7% | $14,116+548.4% | $12,270+645.9% |