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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 | $470,281 | $58,391+705.4% | $76,657+513.5% | $72,975+544.4% |
| Participation rate | 88.5% | 67.4%+21.1pp | 72.1%+16.4pp | 69.5%+19.0pp |
| Annual return | 20.56% | 2306.65%-2286.1pp | 1166.74%-1146.2pp | 81.01%-60.5pp |
| Employer contribution / active EE | $2,084 | $1,787+16.6% | $2,303-9.5% | $2,440-14.6% |
| Participant deferral / active EE | $5,877 | $2,690+118.4% | $3,335+76.2% | $3,608+62.9% |
| Admin fee / account holder | $23,281 | $4,014+479.9% | $6,423+262.5% | $5,124+354.4% |