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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 | $88,702+347.9% | $81,780+385.8% | $145,978+172.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 15.02% | 1029.12%-1014.1pp | 776.27%-761.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $9,518 | $3,084+208.6% | $2,914+226.7% | $4,662+104.2% |
| Participant deferral / active EE | $8,590 | $4,645+84.9% | $4,321+98.8% | $6,690+28.4% |
| Admin fee / account holder | $43,535 | $8,414+417.4% | $7,384+489.6% | $13,400+224.9% |