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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 | $557,421 | $127,296+337.9% | $109,907+407.2% | $167,536+232.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 38.21% | 22.97%+15.2pp | 29.46%+8.7pp | 478.82%-440.6pp |
| Employer contribution / active EE | $20,000 | $3,325+501.5% | $2,844+603.3% | $4,839+313.3% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,853 | $7,119+10.3% | $6,069+29.4% | $12,315-36.2% |