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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 | $529,746 | $111,535+375.0% | $105,223+403.4% | $137,256+286.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.68% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $10,151 | $3,939+157.7% | $3,689+175.2% | $4,156+144.3% |
| Participant deferral / active EE | $8,085 | $5,500+47.0% | $5,072+59.4% | $6,407+26.2% |
| Admin fee / account holder | $7,851 | $9,721-19.2% | $8,859-11.4% | $12,270-36.0% |