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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 | $636,836 | $210,908+201.9% | $153,643+314.5% | $145,884+336.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.06% | 13.46%+2.6pp | 15.71%+0.3pp | 551.85%-535.8pp |
| Employer contribution / active EE | $12,500 | $6,055+106.4% | $5,039+148.1% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $35,376 | $19,477+81.6% | $12,739+177.7% | $13,392+164.2% |