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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 | $162,136+126.9% | $152,301+141.6% | $154,746+137.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 62.77% | 91.02%-28.3pp | 80.50%-17.7pp | 172.34%-109.6pp |
| Employer contribution / active EE | $26,000 | $4,890+431.7% | $4,624+462.2% | $4,379+493.7% |
| Participant deferral / active EE | $39,313 | $8,341+371.3% | $8,004+391.2% | $6,730+484.1% |
| Admin fee / account holder | $2,281 | $15,759-85.5% | $14,398-84.2% | $14,365-84.1% |