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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 | $772,549 | $85,766+800.8% | $136,298+466.8% | $70,126+1001.7% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 15.33% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,247 | $2,966+43.2% | $4,696-9.6% | $2,343+81.3% |
| Participant deferral / active EE | $3,913 | $5,051-22.5% | $6,247-37.4% | $3,332+17.4% |
| Admin fee / account holder | $40,724 | $5,421+651.3% | $9,244+340.5% | $4,645+776.6% |