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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 | $2,914,500 | $175,231+1563.2% | $149,696+1846.9% | $139,466+1989.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.87% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $48,902 | $5,478+792.7% | $4,821+914.4% | $4,754+928.7% |
| Participant deferral / active EE | $25,833 | $6,521+296.1% | $5,682+354.7% | $6,712+284.9% |
| Admin fee / account holder | $1,298 | $16,155-92.0% | $13,212-90.2% | $11,409-88.6% |