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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 | $367,366 | $111,878+228.4% | $93,727+292.0% | $145,897+151.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.97% | 204.28%-184.3pp | 133.83%-113.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $28,779 | $3,092+830.7% | $2,421+1088.6% | $4,663+517.2% |
| Participant deferral / active EE | $20,000 | $4,920+306.5% | $4,417+352.8% | $6,689+199.0% |
| Admin fee / account holder | $2,085 | $10,256-79.7% | $8,292-74.9% | $13,390-84.4% |