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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 | $299,792 | $102,696+191.9% | $86,235+247.6% | $139,487+114.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 14.51% | 1925.91%-1911.4pp | 1170.03%-1155.5pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,726 | $3,034-10.1% | $2,381+14.5% | $4,755-42.7% |
| Participant deferral / active EE | $9,757 | $4,679+108.5% | $3,987+144.7% | $6,713+45.4% |
| Admin fee / account holder | $1,089 | $8,667-87.4% | $6,856-84.1% | $11,407-90.5% |