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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 | $258,047 | $88,778+190.7% | $81,844+215.3% | $145,884+76.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 14.60% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,261 | $3,087-26.7% | $2,916-22.5% | $4,662-51.5% |
| Participant deferral / active EE | $8,751 | $4,648+88.3% | $4,323+102.4% | $6,690+30.8% |
| Admin fee / account holder | $17,277 | $8,430+104.9% | $7,355+134.9% | $13,392+29.0% |