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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 | $354,882 | $88,710+300.0% | $81,783+333.9% | $145,959+143.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.22% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,962 | $3,083-36.4% | $2,913-32.6% | $4,661-57.9% |
| Participant deferral / active EE | $4,145 | $4,645-10.8% | $4,320-4.1% | $6,689-38.0% |
| Admin fee / account holder | $27,032 | $8,407+221.5% | $7,380+266.3% | $13,398+101.8% |