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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 | $394,660 | $103,393+281.7% | $87,103+353.1% | $152,909+158.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.24% | 28.10%-11.9pp | 28.19%-12.0pp | 345.46%-329.2pp |
| Employer contribution / active EE | $37,000 | $3,221+1048.7% | $2,521+1367.4% | $4,764+676.7% |
| Participant deferral / active EE | $23,000 | $4,778+381.3% | $4,049+468.1% | $5,851+293.1% |
| Admin fee / account holder | $2,922 | $12,195-76.0% | $7,491-61.0% | $11,601-74.8% |