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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 | $665,892 | $162,785+309.1% | $133,959+397.1% | $158,950+318.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.93% | 41.94%-29.0pp | 45.09%-32.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $20,000 | $4,975+302.0% | $3,919+410.4% | $4,762+320.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,584 | $11,738-86.5% | $8,928-82.3% | $11,248-85.9% |