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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% | $136,295+466.8% | $70,131+1001.6% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 15.33% | 31.45%-16.1pp | 5155.97%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,247 | $2,966+43.2% | $4,695-9.6% | $2,342+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 | $5,420+651.3% | $9,243+340.6% | $4,645+776.6% |