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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 | $446,857 | $88,778+403.3% | $81,844+446.0% | $145,884+206.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.19% | 1033.03%-1016.8pp | 778.87%-762.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,568 | $3,087+15.6% | $2,916+22.3% | $4,662-23.5% |
| Participant deferral / active EE | $2,590 | $4,648-44.3% | $4,323-40.1% | $6,690-61.3% |
| Admin fee / account holder | $3,183 | $8,430-62.2% | $7,355-56.7% | $13,392-76.2% |