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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 | $907,000 | $156,398+479.9% | $147,318+515.7% | $138,895+553.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.34% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $36,500 | $4,853+652.1% | $4,593+694.7% | $4,194+770.2% |
| Participant deferral / active EE | $27,250 | $8,237+230.8% | $7,906+244.7% | $6,396+326.0% |
| Admin fee / account holder | $3,858 | $14,976-74.2% | $13,708-71.9% | $12,562-69.3% |