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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 | $279,600 | $201,372+38.8% | $184,260+51.7% | $145,884+91.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.88% | 29.04%-6.2pp | 28.84%-6.0pp | 551.85%-529.0pp |
| Employer contribution / active EE | $43,500 | $7,024+519.3% | $6,427+576.8% | $4,662+833.0% |
| Participant deferral / active EE | $22,500 | $9,808+129.4% | $9,133+146.4% | $6,690+236.3% |
| Admin fee / account holder | $867 | $16,362-94.7% | $13,898-93.8% | $13,392-93.5% |