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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 | $162,821+309.0% | $133,978+397.0% | $158,982+318.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.93% | 41.95%-29.0pp | 45.10%-32.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $20,000 | $4,976+301.9% | $3,919+410.3% | $4,763+319.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,584 | $11,742-86.5% | $8,930-82.3% | $11,252-85.9% |