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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 | $326,892 | $88,754+268.3% | $81,820+299.5% | $145,877+124.1% |
| Participation rate | 84.2% | 75.1%+9.1pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 13.04% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $18,434 | $3,085+497.5% | $2,915+532.4% | $4,663+295.3% |
| Participant deferral / active EE | $7,812 | $4,648+68.1% | $4,323+80.7% | $6,691+16.8% |
| Admin fee / account holder | $20,379 | $8,424+141.9% | $7,391+175.7% | $13,402+52.1% |