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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 | $376,171 | $157,304+139.1% | $141,197+166.4% | $152,909+146.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.82% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $34,485 | $5,263+555.3% | $4,736+628.1% | $4,764+623.9% |
| Participant deferral / active EE | $26,964 | $7,111+279.2% | $6,710+301.8% | $5,851+360.8% |
| Admin fee / account holder | $2,507 | $12,126-79.3% | $10,265-75.6% | $11,601-78.4% |