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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 | $88,754+771.4% | $81,820+845.3% | $145,877+430.2% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 17.01% | 1031.77%-1014.8pp | 777.93%-760.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,748 | $3,085-10.9% | $2,915-5.7% | $4,663-41.1% |
| Participant deferral / active EE | $14,436 | $4,648+210.6% | $4,323+234.0% | $6,691+115.8% |
| Admin fee / account holder | $17,574 | $8,424+108.6% | $7,391+137.8% | $13,402+31.1% |