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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 | $114,013+148.6% | $103,693+173.3% | $155,188+82.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 33.21% | 49.31%-16.1pp | 47.61%-14.4pp | 148.84%-115.6pp |
| Employer contribution / active EE | $20,000 | $3,131+538.7% | $2,920+584.9% | $4,248+370.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,174 | $8,407-74.1% | $7,858-72.3% | $14,480-85.0% |