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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 | $940,542 | $211,288+345.1% | $178,540+426.8% | $145,884+544.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.75% | 30.27%-17.5pp | 27.15%-14.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $27,500 | $4,574+501.3% | $3,953+595.7% | $4,662+489.8% |
| Participant deferral / active EE | $30,500 | $6,967+337.8% | $6,281+385.6% | $6,690+355.9% |
| Admin fee / account holder | $5,615 | $12,105-53.6% | $10,424-46.1% | $13,392-58.1% |