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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 | $88,754+299.8% | $81,820+333.7% | $145,877+143.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.22% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,962 | $3,085-36.4% | $2,915-32.7% | $4,663-57.9% |
| Participant deferral / active EE | $4,145 | $4,648-10.8% | $4,323-4.1% | $6,691-38.0% |
| Admin fee / account holder | $27,032 | $8,424+220.9% | $7,391+265.8% | $13,402+101.7% |