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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 | $398,695 | $196,972+102.4% | $182,262+118.7% | $198,609+100.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.12% | 158.27%-150.2pp | 140.60%-132.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $20,000 | $5,364+272.9% | $5,046+296.4% | $5,055+295.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $212,492 | $18,429+1053.1% | $16,712+1171.5% | $19,030+1016.6% |