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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 | $291,491 | $97,729+198.3% | $83,830+247.7% | $135,379+115.3% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 1.23% | 1287.52%-1286.3pp | 850.97%-849.7pp | 519.79%-518.6pp |
| Employer contribution / active EE | $11,765 | $4,222+178.7% | $3,631+224.0% | $4,779+146.2% |
| Participant deferral / active EE | $2,921 | $4,683-37.6% | $4,082-28.4% | $5,609-47.9% |
| Admin fee / account holder | $43,896 | $6,674+557.7% | $5,479+701.2% | $10,828+305.4% |