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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 | $155,555+483.1% | $146,866+517.6% | $155,188+484.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.34% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $36,500 | $4,647+685.5% | $4,425+724.9% | $4,248+759.3% |
| Participant deferral / active EE | $27,250 | $8,044+238.8% | $7,759+251.2% | $6,531+317.2% |
| Admin fee / account holder | $3,858 | $14,755-73.9% | $13,620-71.7% | $14,480-73.4% |