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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 | $455,349 | $182,442+149.6% | $163,379+178.7% | $138,895+227.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.18% | 72.74%-62.6pp | 63.41%-53.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $20,000 | $4,159+380.8% | $3,752+433.0% | $4,194+376.8% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,614 | $10,396-26.8% | $9,818-22.4% | $12,562-39.4% |