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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 | $465,092 | $182,442+154.9% | $163,379+184.7% | $138,895+234.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 27.14% | 72.74%-45.6pp | 63.41%-36.3pp | 145.39%-118.3pp |
| Employer contribution / active EE | $35,000 | $4,159+741.5% | $3,752+832.7% | $4,194+734.5% |
| Participant deferral / active EE | $30,000 | $6,817+340.1% | $6,282+377.6% | $6,396+369.0% |
| Admin fee / account holder | $4,484 | $10,396-56.9% | $9,818-54.3% | $12,562-64.3% |