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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 | $382,486 | $109,863+248.1% | $98,477+288.4% | $167,518+128.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 16.88% | 1958.09%-1941.2pp | 1493.59%-1476.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,850 | $3,225-42.6% | $2,961-37.5% | $4,838-61.8% |
| Participant deferral / active EE | $5,200 | $4,673+11.3% | $4,276+21.6% | $6,342-18.0% |
| Admin fee / account holder | $12,741 | $6,755+88.6% | $5,951+114.1% | $12,312+3.5% |