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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 | $353,638 | $99,011+257.2% | $86,582+308.4% | $147,586+139.6% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 8.99% | 1312.75%-1303.8pp | 965.08%-956.1pp | 578.59%-569.6pp |
| Employer contribution / active EE | $3,131 | $3,132-0.1% | $2,839+10.3% | $4,876-35.8% |
| Participant deferral / active EE | $10,091 | $3,972+154.0% | $3,609+179.6% | $5,439+85.5% |
| Admin fee / account holder | $16,121 | $5,709+182.4% | $4,904+228.7% | $10,886+48.1% |