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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 | $366,869 | $88,815+313.1% | $81,882+348.0% | $145,897+151.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 18.49% | 1033.75%-1015.3pp | 779.47%-761.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $3,966 | $3,086+28.5% | $2,916+36.0% | $4,663-14.9% |
| Participant deferral / active EE | $4,482 | $4,647-3.6% | $4,323+3.7% | $6,689-33.0% |
| Admin fee / account holder | $45,723 | $8,434+442.1% | $7,360+521.3% | $13,390+241.5% |