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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 | $397,284 | $88,778+347.5% | $81,844+385.4% | $145,884+172.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 15.02% | 1033.03%-1018.0pp | 778.87%-763.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $9,518 | $3,087+208.3% | $2,916+226.4% | $4,662+104.2% |
| Participant deferral / active EE | $8,590 | $4,648+84.8% | $4,323+98.7% | $6,690+28.4% |
| Admin fee / account holder | $43,535 | $8,430+416.4% | $7,355+491.9% | $13,392+225.1% |