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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 | $469,389 | $90,397+419.3% | $76,002+517.6% | $145,959+221.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.63% | 621.97%-607.3pp | 360.07%-345.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,759 | $3,317+13.3% | $2,688+39.8% | $4,661-19.3% |
| Participant deferral / active EE | $10,055 | $5,163+94.7% | $4,257+136.2% | $6,689+50.3% |
| Admin fee / account holder | $16,263 | $8,369+94.3% | $6,414+153.6% | $13,398+21.4% |