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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 | $367,953 | $196,972+86.8% | $182,262+101.9% | $198,609+85.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 62.77% | 158.27%-95.5pp | 140.60%-77.8pp | 202.70%-139.9pp |
| Employer contribution / active EE | $26,000 | $5,364+384.8% | $5,046+415.3% | $5,055+414.3% |
| Participant deferral / active EE | $39,313 | $8,643+354.9% | $8,276+375.0% | $6,977+463.5% |
| Admin fee / account holder | $2,281 | $18,429-87.6% | $16,712-86.4% | $19,030-88.0% |