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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 | $1,151,750 | $117,895+876.9% | $102,460+1024.1% | $145,897+689.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.15% | 31.92%-10.8pp | 29.47%-8.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $46,000 | $3,619+1171.1% | $3,025+1420.6% | $4,663+886.6% |
| Participant deferral / active EE | $30,500 | $5,736+431.7% | $5,056+503.2% | $6,689+356.0% |
| Admin fee / account holder | $365 | $13,353-97.3% | $9,460-96.1% | $13,390-97.3% |