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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 | $6,336,146 | $160,070+3858.4% | $147,117+4206.9% | $145,897+4242.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $17,032 | $5,285+222.3% | $4,932+245.3% | $4,663+265.3% |
| Participant deferral / active EE | $13,767 | $8,419+63.5% | $8,065+70.7% | $6,689+105.8% |
| Admin fee / account holder | $36,591 | $15,035+143.4% | $12,993+181.6% | $13,390+173.3% |