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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 | $341,988 | $97,732+249.9% | $83,831+307.9% | $135,380+152.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.08% | 1287.56%-1280.5pp | 850.99%-843.9pp | 519.81%-512.7pp |
| Employer contribution / active EE | $4,071 | $4,222-3.6% | $3,631+12.1% | $4,779-14.8% |
| Participant deferral / active EE | $2,961 | $4,683-36.8% | $4,082-27.5% | $5,609-47.2% |
| Admin fee / account holder | $19,881 | $6,675+197.9% | $5,479+262.9% | $10,828+83.6% |