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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 | $355,563 | $160,070+122.1% | $147,117+141.7% | $145,897+143.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $20,000 | $5,285+278.5% | $4,932+305.5% | $4,663+328.9% |
| Participant deferral / active EE | $24,329 | $8,419+189.0% | $8,065+201.7% | $6,689+263.7% |
| Admin fee / account holder | $2,190 | $15,035-85.4% | $12,993-83.1% | $13,390-83.6% |