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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 | $465,103 | $172,111+170.2% | $150,298+209.5% | $137,256+238.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.10% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $28,000 | $4,636+503.9% | $4,154+574.0% | $4,156+573.7% |
| Participant deferral / active EE | $41,330 | $6,166+570.3% | $5,453+658.0% | $6,407+545.1% |
| Admin fee / account holder | $1,192 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |