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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 | $439,603 | $100,970+335.4% | $96,576+355.2% | $137,256+220.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.06% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $23,500 | $3,809+516.9% | $3,553+561.4% | $4,156+465.4% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $790 | $11,312-93.0% | $11,381-93.1% | $12,270-93.6% |