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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 | $463,659 | $88,778+422.3% | $81,844+466.5% | $145,884+217.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 14.24% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $5,687 | $3,087+84.2% | $2,916+95.0% | $4,662+22.0% |
| Participant deferral / active EE | $9,101 | $4,648+95.8% | $4,323+110.5% | $6,690+36.0% |
| Admin fee / account holder | $17,671 | $8,430+109.6% | $7,355+140.2% | $13,392+32.0% |