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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 | $339,844 | $202,440+67.9% | $169,390+100.6% | $139,466+143.7% |
| Participation rate | 92.9% | 81.1%+11.7pp | 77.2%+15.7pp | 80.3%+12.5pp |
| Annual return | 16.74% | 532.36%-515.6pp | 406.07%-389.3pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,613 | $4,693-44.3% | $4,013-34.9% | $4,754-45.0% |
| Participant deferral / active EE | $17,006 | $6,940+145.0% | $6,222+173.3% | $6,712+153.4% |
| Admin fee / account holder | $42,935 | $10,722+300.4% | $9,015+376.3% | $11,409+276.3% |