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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 | $3,311,853 | $185,883+1681.7% | $170,043+1847.7% | $139,466+2274.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 40.15% | 60.54%-20.4pp | 53.40%-13.3pp | 373.66%-333.5pp |
| Employer contribution / active EE | $35,371 | $7,596+365.6% | $6,790+420.9% | $4,754+644.0% |
| Participant deferral / active EE | $21,400 | $11,626+84.1% | $10,410+105.6% | $6,712+218.8% |
| Admin fee / account holder | $334 | $15,393-97.8% | $12,824-97.4% | $11,409-97.1% |