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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 | $470,723 | $156,398+201.0% | $147,318+219.5% | $138,895+238.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.30% | 78.75%-53.5pp | 70.43%-45.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $46,500 | $4,853+858.1% | $4,593+912.4% | $4,194+1008.7% |
| Participant deferral / active EE | $27,250 | $8,237+230.8% | $7,906+244.7% | $6,396+326.0% |
| Admin fee / account holder | $1,701 | $14,976-88.6% | $13,708-87.6% | $12,562-86.5% |