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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 | $389,122 | $76,368+409.5% | $67,681+474.9% | $154,746+151.5% |
| Participation rate | 90.9% | 79.0%+12.0pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 11.62% | 1066.77%-1055.2pp | 590.58%-579.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,688 | $3,151-14.7% | $2,678+0.4% | $4,379-38.6% |
| Participant deferral / active EE | $11,511 | $4,824+138.6% | $3,976+189.5% | $6,730+71.0% |
| Admin fee / account holder | $36,180 | $8,559+322.7% | $6,100+493.1% | $14,365+151.9% |