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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 | $773,416 | $88,710+771.8% | $81,783+845.7% | $145,959+429.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.01% | 1027.26%-1010.2pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $2,748 | $3,083-10.9% | $2,913-5.7% | $4,661-41.0% |
| Participant deferral / active EE | $14,436 | $4,645+210.8% | $4,320+234.1% | $6,689+115.8% |
| Admin fee / account holder | $17,574 | $8,407+109.0% | $7,380+138.1% | $13,398+31.2% |