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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 | $227,399+104.5% | $189,758+145.1% | $198,609+134.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.10% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $28,000 | $5,526+406.7% | $4,767+487.4% | $5,055+453.9% |
| Participant deferral / active EE | $41,330 | $6,837+504.5% | $5,856+605.8% | $6,977+492.4% |
| Admin fee / account holder | $1,192 | $25,162-95.3% | $20,388-94.2% | $19,030-93.7% |