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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 | $390,265 | $169,336+130.5% | $129,384+201.6% | $145,884+167.5% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 15.69% | 14408.70%-14393.0pp | 9461.77%-9446.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,349 | $5,540-57.6% | $4,153-43.5% | $4,662-49.6% |
| Participant deferral / active EE | $3,804 | $4,985-23.7% | $4,166-8.7% | $6,690-43.1% |
| Admin fee / account holder | $637 | $9,912-93.6% | $7,686-91.7% | $13,392-95.2% |