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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 | $971,128 | $167,030+481.4% | $135,768+615.3% | $155,188+525.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.61% | 678.39%-659.8pp | 526.10%-507.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $46,500 | $4,132+1025.2% | $3,394+1270.1% | $4,248+994.7% |
| Participant deferral / active EE | $23,500 | $4,528+419.0% | $3,977+490.9% | $6,531+259.8% |
| Admin fee / account holder | $329 | $8,172-96.0% | $7,048-95.3% | $14,480-97.7% |