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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 | $685,597 | $101,618+574.7% | $93,063+636.7% | $137,256+399.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.51% | 223.95%-210.4pp | 34.15%-20.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $20,000 | $2,707+638.8% | $2,476+707.7% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,408 | $6,198+3.4% | $6,033+6.2% | $12,270-47.8% |