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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 | $499,467 | $335,627+48.8% | $283,941+75.9% | $428,746+16.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.7%+12.3pp | 88.2%+11.8pp |
| Annual return | 23.36% | 0.21%+23.1pp | 1.70%+21.7pp | 331.92%-308.6pp |
| Employer contribution / active EE | $20,000 | $7,488+167.1% | $6,503+207.6% | $8,363+139.1% |
| Participant deferral / active EE | $0 | $5,928-100.0% | $5,606-100.0% | $5,961-100.0% |
| Admin fee / account holder | $32,893 | $33,255-1.1% | $30,380+8.3% | $31,735+3.7% |