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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 | $283,384 | $70,366+302.7% | $66,674+325.0% | $138,895+104.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 33.21% | 386.41%-353.2pp | 321.24%-288.0pp | 145.39%-112.2pp |
| Employer contribution / active EE | $20,000 | $2,765+623.3% | $2,620+663.3% | $4,194+376.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,174 | $5,262-58.7% | $5,098-57.4% | $12,562-82.7% |