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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 | $445,550 | $201,370+121.3% | $184,256+141.8% | $145,897+205.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $43,500 | $7,024+519.3% | $6,427+576.8% | $4,663+833.0% |
| Participant deferral / active EE | $12,000 | $9,808+22.3% | $9,133+31.4% | $6,689+79.4% |
| Admin fee / account holder | $5,604 | $16,364-65.8% | $13,899-59.7% | $13,390-58.2% |