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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 | $169,361+1554.4% | $129,397+2065.4% | $145,877+1820.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 14395.54%-14387.2pp | 9453.98%-9445.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $46,000 | $5,542+730.1% | $4,154+1007.3% | $4,663+886.5% |
| Participant deferral / active EE | $25,500 | $4,987+411.3% | $4,167+511.9% | $6,691+281.1% |
| Admin fee / account holder | $51,417 | $9,903+419.2% | $7,679+569.6% | $13,402+283.6% |