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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 | $379,849 | $96,419+294.0% | $80,648+371.0% | $139,487+172.3% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.4pp | 80.3%+15.1pp |
| Annual return | 19.06% | 1352.86%-1333.8pp | 937.21%-918.2pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,949 | $3,261-40.2% | $2,724-28.4% | $4,755-59.0% |
| Participant deferral / active EE | $10,594 | $5,225+102.7% | $4,443+138.4% | $6,713+57.8% |
| Admin fee / account holder | $1,164 | $6,605-82.4% | $5,382-78.4% | $11,407-89.8% |