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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 | $637,851 | $211,239+202.0% | $178,528+257.3% | $145,877+337.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.59% | 30.22%-16.6pp | 27.11%-13.5pp | 551.28%-537.7pp |
| Employer contribution / active EE | $20,000 | $4,570+337.6% | $3,950+406.3% | $4,663+328.9% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $4,893 | $12,095-59.5% | $10,419-53.0% | $13,402-63.5% |