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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 | $1,167,000 | $232,540+401.9% | $185,117+530.4% | $147,586+690.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.12% | 43.03%-20.9pp | 40.50%-18.4pp | 578.59%-556.5pp |
| Employer contribution / active EE | $7,500 | $5,195+44.4% | $4,182+79.4% | $4,876+53.8% |
| Participant deferral / active EE | $18,500 | $5,834+217.1% | $5,045+266.7% | $5,439+240.2% |
| Admin fee / account holder | $799 | $10,275-92.2% | $8,159-90.2% | $10,886-92.7% |