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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 | $208,088+123.5% | $186,193+149.8% | $154,746+200.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 27.14% | 89.97%-62.8pp | 78.03%-50.9pp | 172.34%-145.2pp |
| Employer contribution / active EE | $35,000 | $4,340+706.5% | $3,918+793.3% | $4,379+699.3% |
| Participant deferral / active EE | $30,000 | $7,078+323.9% | $6,513+360.6% | $6,730+345.7% |
| Admin fee / account holder | $4,484 | $11,698-61.7% | $11,058-59.4% | $14,365-68.8% |