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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 | $506,572 | $111,535+354.2% | $105,223+381.4% | $137,256+269.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.76% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6,167 | $3,939+56.5% | $3,689+67.2% | $4,156+48.4% |
| Participant deferral / active EE | $12,906 | $5,500+134.7% | $5,072+154.5% | $6,407+101.4% |
| Admin fee / account holder | $6,679 | $9,721-31.3% | $8,859-24.6% | $12,270-45.6% |