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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 | $154,228+138.6% | $145,433+153.0% | $137,256+168.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 62.77% | 74.59%-11.8pp | 66.58%-3.8pp | 220.34%-157.6pp |
| Employer contribution / active EE | $26,000 | $4,804+441.2% | $4,554+470.9% | $4,156+525.6% |
| Participant deferral / active EE | $39,313 | $8,216+378.5% | $7,897+397.8% | $6,407+513.6% |
| Admin fee / account holder | $2,281 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |