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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 | $483,512 | $100,970+378.9% | $96,576+400.7% | $137,256+252.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.29% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $21,000 | $3,809+451.3% | $3,553+491.0% | $4,156+405.3% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $460,940 | $11,312+3974.8% | $11,381+3950.1% | $12,270+3656.6% |