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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 | $473,127 | $88,754+433.1% | $81,820+478.3% | $145,877+224.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.93% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,020 | $3,085-2.1% | $2,915+3.6% | $4,663-35.2% |
| Participant deferral / active EE | $12,267 | $4,648+164.0% | $4,323+183.8% | $6,691+83.4% |
| Admin fee / account holder | $10,731 | $8,424+27.4% | $7,391+45.2% | $13,402-19.9% |