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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 | $420,548 | $114,013+268.9% | $103,693+305.6% | $155,188+171.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.68% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $23,416 | $3,131+647.8% | $2,920+701.8% | $4,248+451.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28,050 | $8,407+233.7% | $7,858+257.0% | $14,480+93.7% |