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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 | $290,682 | $88,815+227.3% | $81,882+255.0% | $145,897+99.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.08% | 1033.75%-1022.7pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,123 | $3,086-63.6% | $2,916-61.5% | $4,663-75.9% |
| Participant deferral / active EE | $1,484 | $4,647-68.1% | $4,323-65.7% | $6,689-77.8% |
| Admin fee / account holder | $575 | $8,434-93.2% | $7,360-92.2% | $13,390-95.7% |