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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 | $1,318,809 | $166,268+693.2% | $165,100+698.8% | $145,897+803.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.99% | 100.52%-86.5pp | 70.21%-56.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $43,500 | $5,284+723.3% | $4,348+900.4% | $4,663+833.0% |
| Participant deferral / active EE | $26,250 | $6,964+276.9% | $6,035+334.9% | $6,689+292.4% |
| Admin fee / account holder | $7,264 | $16,659-56.4% | $12,696-42.8% | $13,390-45.8% |