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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 | $460,529 | $112,112+310.8% | $95,956+379.9% | $158,950+189.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 16.07% | 171.15%-155.1pp | 91.63%-75.6pp | 302.91%-286.8pp |
| Employer contribution / active EE | $3,742 | $3,199+17.0% | $2,541+47.2% | $4,762-21.4% |
| Participant deferral / active EE | $12,807 | $4,784+167.7% | $4,167+207.4% | $5,983+114.1% |
| Admin fee / account holder | $52,892 | $10,134+421.9% | $6,797+678.2% | $11,248+370.2% |