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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 | $4,250,024 | $185,312+2193.4% | $161,489+2531.8% | $154,746+2646.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 40.01% | 103.84%-63.8pp | 89.72%-49.7pp | 172.34%-132.3pp |
| Employer contribution / active EE | $18,400 | $4,769+285.8% | $4,268+331.1% | $4,379+320.2% |
| Participant deferral / active EE | $23,656 | $6,350+272.5% | $5,630+320.2% | $6,730+251.5% |
| Admin fee / account holder | $10,197 | $18,654-45.3% | $16,006-36.3% | $14,365-29.0% |