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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 | $350,943 | $88,754+295.4% | $81,820+328.9% | $145,877+140.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 17.99% | 1031.77%-1013.8pp | 777.93%-759.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $15,011 | $3,085+386.5% | $2,915+415.0% | $4,663+221.9% |
| Participant deferral / active EE | $12,451 | $4,648+167.9% | $4,323+188.1% | $6,691+86.1% |
| Admin fee / account holder | $6,443 | $8,424-23.5% | $7,391-12.8% | $13,402-51.9% |