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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 | $362,355 | $217,432+66.7% | $185,851+95.0% | $167,553+116.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.74% | 148.43%-121.7pp | 122.11%-95.4pp | 478.89%-452.2pp |
| Employer contribution / active EE | $2,294 | $5,874-61.0% | $5,168-55.6% | $4,840-52.6% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $5,355 | $19,820-73.0% | $16,245-67.0% | $12,316-56.5% |