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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 | $392,986 | $72,071+445.3% | $68,368+474.8% | $137,256+186.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.88% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $20,317 | $2,788+628.7% | $2,649+667.0% | $4,156+388.9% |
| Participant deferral / active EE | $19,830 | $4,410+349.7% | $4,123+381.0% | $6,407+209.5% |
| Admin fee / account holder | $19,702 | $5,336+269.3% | $5,150+282.6% | $12,270+60.6% |