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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 | $111,814+228.6% | $93,654+292.3% | $145,959+151.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.97% | 203.30%-183.3pp | 133.34%-113.4pp | 561.95%-542.0pp |
| Employer contribution / active EE | $28,779 | $3,092+830.9% | $2,421+1088.8% | $4,661+517.5% |
| Participant deferral / active EE | $20,000 | $4,914+307.0% | $4,413+353.2% | $6,689+199.0% |
| Admin fee / account holder | $2,085 | $10,246-79.7% | $8,282-74.8% | $13,398-84.4% |