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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 | $1,064,131 | $141,001+654.7% | $112,228+848.2% | $139,487+662.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.53% | 32.75%-18.2pp | 30.23%-15.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $33,750 | $4,285+687.6% | $3,432+883.5% | $4,755+609.8% |
| Participant deferral / active EE | $30,000 | $5,877+410.4% | $4,800+525.0% | $6,713+346.9% |
| Admin fee / account holder | $19,138 | $9,959+92.2% | $7,752+146.9% | $11,407+67.8% |