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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 | $288,612 | $100,938+185.9% | $90,461+219.0% | $158,982+81.5% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 10.51% | 1727.20%-1716.7pp | 1294.76%-1284.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $12,700 | $3,691+244.0% | $3,264+289.1% | $4,763+166.7% |
| Participant deferral / active EE | $12,869 | $4,350+195.9% | $3,964+224.6% | $5,983+115.1% |
| Admin fee / account holder | $85,853 | $6,510+1218.8% | $5,617+1428.5% | $11,252+663.0% |