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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 | $570,921 | $97,125+487.8% | $86,233+562.1% | $137,256+316.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.40% | 74.19%-62.8pp | 61.39%-50.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,024 | $2,841-28.8% | $2,504-19.2% | $4,156-51.3% |
| Participant deferral / active EE | $7,189 | $5,180+38.8% | $4,559+57.7% | $6,407+12.2% |
| Admin fee / account holder | $16,010 | $9,725+64.6% | $8,342+91.9% | $12,270+30.5% |