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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 | $570,888 | $109,872+419.6% | $98,483+479.7% | $167,536+240.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.7pp |
| Annual return | 14.27% | 1959.31%-1945.0pp | 1494.38%-1480.1pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,816 | $3,225-43.7% | $2,961-38.7% | $4,839-62.5% |
| Participant deferral / active EE | $11,444 | $4,673+144.9% | $4,276+167.6% | $6,342+80.4% |
| Admin fee / account holder | $9,381 | $6,757+38.8% | $5,953+57.6% | $12,315-23.8% |