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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 | $88,815+770.8% | $81,882+844.6% | $145,897+430.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 17.01% | 1033.75%-1016.7pp | 779.47%-762.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $2,748 | $3,086-11.0% | $2,916-5.8% | $4,663-41.1% |
| Participant deferral / active EE | $14,436 | $4,647+210.6% | $4,323+233.9% | $6,689+115.8% |
| Admin fee / account holder | $17,574 | $8,434+108.4% | $7,360+138.8% | $13,390+31.2% |