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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 | $293,501 | $100,938+190.8% | $90,461+224.5% | $158,982+84.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 11.11% | 1727.20%-1716.1pp | 1294.76%-1283.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $13,639 | $3,691+269.5% | $3,264+317.9% | $4,763+186.4% |
| Participant deferral / active EE | $4,508 | $4,350+3.6% | $3,964+13.7% | $5,983-24.7% |
| Admin fee / account holder | $48,671 | $6,510+647.7% | $5,617+766.6% | $11,252+332.6% |