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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 | $387,622 | $90,486+328.4% | $78,676+392.7% | $273,972+41.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.28% | 75.62%-64.3pp | 62.19%-50.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $20,000 | $3,175+529.9% | $2,850+601.7% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,851 | $5,263+87.2% | $4,510+118.4% | $10,133-2.8% |