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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 | $289,211+57.4% | $260,467+74.8% | $198,609+129.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 10.18% | 112.90%-102.7pp | 100.60%-90.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $20,000 | $4,663+328.9% | $4,239+371.9% | $5,055+295.6% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,614 | $16,236-53.1% | $15,461-50.8% | $19,030-60.0% |