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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 | $88,815+299.6% | $81,882+333.4% | $145,897+143.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.22% | 1033.75%-1020.5pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,962 | $3,086-36.4% | $2,916-32.7% | $4,663-57.9% |
| Participant deferral / active EE | $4,145 | $4,647-10.8% | $4,323-4.1% | $6,689-38.0% |
| Admin fee / account holder | $27,032 | $8,434+220.5% | $7,360+267.3% | $13,390+101.9% |