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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 | $769,703 | $182,442+321.9% | $163,379+371.1% | $138,895+454.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.66% | 72.74%-59.1pp | 63.41%-49.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $21,250 | $4,159+410.9% | $3,752+466.3% | $4,194+406.6% |
| Participant deferral / active EE | $23,500 | $6,817+244.7% | $6,282+274.1% | $6,396+267.4% |
| Admin fee / account holder | $6,392 | $10,396-38.5% | $9,818-34.9% | $12,562-49.1% |