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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 | $357,409 | $109,872+225.3% | $98,483+262.9% | $167,536+113.3% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 13.13% | 1959.31%-1946.2pp | 1494.38%-1481.3pp | 478.82%-465.7pp |
| Employer contribution / active EE | $4,867 | $3,225+50.9% | $2,961+64.4% | $4,839+0.6% |
| Participant deferral / active EE | $5,598 | $4,673+19.8% | $4,276+30.9% | $6,342-11.7% |
| Admin fee / account holder | $2,487 | $6,757-63.2% | $5,953-58.2% | $12,315-79.8% |