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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 | $301,391 | $70,587+327.0% | $124,693+141.7% | $85,847+251.1% |
| Participation rate | 92.6% | 64.4%+28.2pp | 74.6%+18.0pp | 69.3%+23.3pp |
| Annual return | 15.07% | 20688.83%-20673.8pp | 5144.19%-5129.1pp | 318.61%-303.5pp |
| Employer contribution / active EE | $2,381 | $1,913+24.4% | $3,324-28.4% | $2,565-7.2% |
| Participant deferral / active EE | $5,452 | $2,969+83.7% | $4,615+18.1% | $3,952+38.0% |
| Admin fee / account holder | $10,253 | $5,282+94.1% | $7,494+36.8% | $6,261+63.8% |