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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 | $266,356 | $211,224+26.1% | $178,505+49.2% | $145,897+82.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.37% | 30.28%-15.9pp | 27.16%-12.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $30,000 | $4,577+555.5% | $3,955+658.5% | $4,663+543.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $42,227 | $12,109+248.7% | $10,428+304.9% | $13,390+215.4% |