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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 | $2,801,977 | $169,161+1556.4% | $129,295+2067.1% | $145,959+1819.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 14348.07%-14339.7pp | 9429.28%-9420.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $46,000 | $5,543+729.9% | $4,157+1006.6% | $4,661+887.0% |
| Participant deferral / active EE | $25,500 | $4,989+411.1% | $4,169+511.6% | $6,689+281.3% |
| Admin fee / account holder | $51,417 | $9,878+420.5% | $7,665+570.8% | $13,398+283.8% |