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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 | $582,868 | $88,754+556.7% | $81,820+612.4% | $145,877+299.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.83% | 1031.77%-1010.9pp | 777.93%-757.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $3,022 | $3,085-2.1% | $2,915+3.7% | $4,663-35.2% |
| Participant deferral / active EE | $7,045 | $4,648+51.6% | $4,323+63.0% | $6,691+5.3% |
| Admin fee / account holder | $430 | $8,424-94.9% | $7,391-94.2% | $13,402-96.8% |