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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 | $316,101 | $69,274+356.3% | $64,097+393.2% | $139,487+126.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.88% | 46.00%-21.1pp | 33.75%-8.9pp | 373.84%-349.0pp |
| Employer contribution / active EE | $20,000 | $3,187+527.5% | $2,750+627.3% | $4,755+320.6% |
| Participant deferral / active EE | $6,667 | $4,685+42.3% | $3,881+71.8% | $6,713-0.7% |
| Admin fee / account holder | $15,934 | $4,247+275.2% | $3,070+419.1% | $11,407+39.7% |